Home > Configuring and Using File Exchange
Categories: Chat Agent Docs
(Last Updated On: January 11, 2018)
SnapEngage makes is easy to exchange files during a visitor chat. With just a click of a button your agents and website visitors will be able to upload and download files directly with one another without having to resort to using email or another service.
To activate the File Exchange feature sign into to your SnapEngage account and click on Options tab underneath in the Settings section. The File Exchange section is found near the bottom:
Simply click on the checkbox to the right of “Enable visitors and agents to exchange files during a chat” label and click on the “Save” button. Conversely, if you wish to disable the feature uncheck the option and click on the “Save” button.
As a bonus: If the uploaded file is either a png, gif or jpg a preview of the image will be show.
Any files exchanged during the chat will be linked in the chat transcript within whichever integration is configured. For Email and Zendesk integrations copies of the files will be included as well.
- File Exchange is only available via the Chat Portal.
- The maximum file upload size is capped at 32 MB.
- This feature is HIPAA compliant.
Published June 3, 2015