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Steps

Get file

Ask the customer for a photo, document or video, and save a link to the file for your team or your systems.

What it does#

Get file asks for a file and waits until the customer sends one. It accepts a photo, a document (such as a PDF) or a video. A link to the file is saved under the step name, so you can send it to your team or your CRM.

Use it for a photo of a damaged item, an ID or a signed form, a CV, a receipt.

The Get file step

Add a Get file step#

  1. 1

    Drag Get file onto the canvas

    It's under Flow in the Steps panel on the left. Click it to open Step settings.

  2. 2

    Name the step

    Click the name at the top of the panel (it starts as reaciveMedia1) and rename it, for example receipt. Use letters and numbers only.

  3. 3

    Write the request

    Under Message, replace the example text. Say exactly what to send, such as Please send a photo of your receipt.

  4. 4

    Connect it

    Connect the previous step into this one, and drag from its dot to the step that runs once the file arrives. The Phone preview tab shows Waits for a file or photo.

Example#

A restaurant takes requests for large events and asks for the event's floor plan:

  1. Get file

    floorPlan: Please send the floor plan (photo or PDF)

  2. HTTP

    POST {{@floorPlan}} to your CRM

  3. End

    Thanks! We'll get back to you today.

The file link is sent to the restaurant's CRM.

On WhatsApp the customer taps the attachment icon and sends a photo or a PDF. On your website they attach the file in the chat.

{{@floorPlan}} holds a link to the file. Put it in a message to your team, or send it to your systems with an HTTP step.

When the customer doesn't send a file#

If the customer types text, sends a voice message or audio, or a sticker, they get a message (in your bot's language) saying it doesn't look like a file and asking them to try again or type back. They stay on this step until a file arrives.

Typing back returns to the previous question; beginning starts the chat over.

Tips and common mistakes#

  • Ask for one file per step. If you need a receipt and a photo of the product, use two Get file steps.
  • Say what kind of file. "A photo or a PDF" helps customers who aren't sure.
  • Voice messages and audio aren't accepted. If you need the customer to explain something, add a Text step and ask them to write it.
  • The step shows "This step isn't ready yet". Connect a step into this one and connect it to the next step.