This module can be accessed from the side navigation menu under the menu item, Files.
From this table, you can browse through the list of existing files that have been uploaded onto the platform.
The File Name displays the human friendly name of each file on the system. Meanwhile, File ID is the unique identifier used to label the files stored on the platform
The description shows a short description of the content for each of the files. The File Type column displays what kind of files they are.
This is the date on which the file was added to the system.
You can perform the following with files:
Step 1: Navigate to Files Module From the side navigation menu, select Files from the menu
Step 2: Press ADD FILE At the top bar, press the blue ADD FILE button and the Upload File dialog should open up.
Step 3: Name the file and describe it Enter a name for the new file along with a short description. These fields will help you identify the file to be sent and the file content
Step 4: Select the file
To attach a local file, simply drag and drop the file from your computer onto the dropzone. Alternatively, you can also click on the dropzone and select the file from your computer that you wish to upload.
Supported file type: JPG, JPEG, GIF, BMP, PNG, TXT, XLS, XLSX, DOC, DOCX, CSV, PPT, PPTX, MP3, MP4, MOV, WAV, MPG, MPEG, ZIP, TAR, TGZ, GZ, PDF, LOG, XML
Maximum file size: 20MB
Step 1: Navigate to the contact you You can send a file to your contact by pressing the clip icon, 📎 on the messaging bar.
Step 2: Select a method Select your preferred method to select the file to be sent
Upload New File If the file is not present on the platform yet, you can upload a new file directly from the messaging console.
Select existing file You can send an existing file on the platform to the contact. Choose the file from the dropdown.
Once you have uploaded or selected a file, press SEND to send the file to your contact.
While Respond.io Platform accepts uploads up to 20MB in size, different channels have their own guidelines and specifications for the files that they accept. For example, some don't accept attachments of certain file types while others may limit the attachment size to 1 MB.
Maximum File Size
Image: 1 MB
Other: 25 MB
Image: 5 MB
Other: 50 MB
Image: 1 MB
Other: 10 MB
Image: 1 MB
Other: 50 MB
When you attempt to send a file that is incompatible or does not meet the requirements on the messaging channel, the respond.io platform will automatically replace your attachment with a URL link to your file instead.
This way, the file can be reached to the customer even if the channel does not support receiving such type of attachment.
If you are unsure of what is the content of the file, you can download the file and check the contents before sending it to your contact. You can do so by pressing Download from the actions menu and the file will be downloaded to your computer
Over time, the files may need to be updated with the latest content. You can do by pressing the Edit button under the actions menu,
From here, you can change the name and update the description of the file.
If you need to replace the file, simply click on the dropzone and select a file from your computer. Alternatively, you can drag the new file to the dropzone.
During integration, you may need the File ID of a file to facilitate a process. The File ID can be obtained by selecting Copy File ID from actions menu and the File ID will be copied into your clipboard.
If a file is no longer relevant or not used anymore, it can be deleted from the space by choosing Delete from the actions menu.