Enable file transfer in the chat window

Enable file transfer in the chat window

You can enable file transfer in the chat window for both agents and customers.

  1. Create or edit a chat window, as follows:
    1. In the Web Admin Center, go to Channels > Chat > Chat Windows.
    2. Select an existing chat window or click Create New.
  2. On the General tab, enable File transfer.
  3. Select who can send files during a chat:
    • Agent to customer
    • Customer to agent
  4. Save your changes.
Remember: To implement a chat window, you must associate it with a chat button.

What are best practices for file transfer?

It is possible to enable agents and customers to send files to each other. In the chat window settings, you can set this in one or both directions depending on your use case. We typically recommend turning this option on in both directions.

More efficient resolution through file transfer leads to increased customer satisfaction.

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