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  • Agent dashboard
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›How-to guides

Get started

  • Intro to the agent dashboard
  • Tutorial - Your first live chat

Learn more

  • Understand live chat
  • Understand voice calls
  • Understand video calls
  • Understand conversation links
  • Understand agent groups

How-to guides

  • Edit your agent profile
  • Get notified of new conversations
  • Invite users with a conversation link
  • Share files with a user
  • Draw on images
  • Use video call features
  • Use saved replies
  • Transfer a live chat to another agent
  • Make flow suggestions
  • Review previous conversations
  • Check agent status
  • Report an issue

Reference

  • Glossary of terms

Share files with a user

As a support agent, you can share images and other files to a user you are in a conversation with.

  1. Click the paperclip button to the left of the text entry field at the bottom of the dashboard.

Image of text entry field with paperclip button on left side.

  1. Select "File". This will open a system file chooser.
  2. Navigate your file system to the file you wish to share and select it.
  3. The file appears as a message in your conversation. Images are displayed inline and the user can click or tap on them to expand them. Other files are shown as download links the user can click or tap to open the file on their device.

Image of a series of conversation messages including an image and a text file.

The end user also has a button to the left of their own text entry field for sharing files the same way. If their device has a camera, they will also have a camera button for taking a new photo or video to be shared immediately. This can be useful for showing the support agent the current status of the product they are working with.

Last updated on 1/30/2021
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