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How to send attachments to agents?

Written by Soham Amburle

Updated on May 6th, 2022

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When a user has a conversation with the bot, not every time the bot would be able to answer the user's queries. In those escalation scenarios, the chat is handed over to an agent to help the user. 

Here, depending on the user's use case, they might have to share some files as attachments. For example, if the use case is related to some e-commerce operations, the user might have to share their ID in the form of an image, or PDF for completing the KYC. 

In such cases, the File Attachment icon comes into play, where the user can simply tap on it and share the relevant files in the conversation. The File Attachment icon resembles a paper clip. You can choose a file, or an image to add as an attachment. When you select one of these options, a window will open to allow you to navigate your hard drive and find the file(s) you want to attach to your message.

This icon will be available right beside the composer, as shown.

Delete

Note

The File Attachment icon will be available for the user only when the user is chatting with an agent.

Additionally, you can configure a setting for the Attachments icon using the HaptikInitSettings, which will let the Bot Builder configure which specific file type a user can send to the agent.

window.haptikInitSettings = {
...
'attachment-file-types': 'pdf, xls'
...
};

The different file types that we can restrict the users to are,

  • pdf
  • doc
  • xls
  • csv
  • image
Delete

Note: 

To restrict more than one file type, use a 'comma' separator as shown in the above example.

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