Sending Attachments to Customers
During a chat session, file attachments can be exchanged between customers and agents. You can view attachments after completing the chat by clicking the Attachment icon that appears within the body of the chat transcript.
Your Administrator must have enabled chat attachments at the partition level. Depending on the configuration of your deployment, certain file types may be restricted. Customers may be able to send file attachments by dragging and dropping the desired file into the text box window.
To send a file attachment to customers:
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In the Chat pane, click the More button.
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Click the Attachments option.
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In the Add Attachments dialog window, click the Browse button or if you have the file available, you can drag-and-drop the file directly into the window.
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Select the files you wish to attach and click Open.
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Verify that the files you wish to attach are present. You can remove selected files from the list by clicking the Remove Attachments
icon next to the file name. -
Click Send.
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The customer must then complete the file transfer by clicking the Accept option, or canceling it by clicking the Cancel option in the chat box. Likewise, if a customer sends an attachment, you must click Accept to view it or Cancel to reject it. Image attachments sent by you or the customer during chat interactions appear in-line once the attachment has been accepted.
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