Sometimes, sending a PDF with instructions, screenshots, or a confirmation document is easier than typing out all the information in the chat. That’s why, at LiveBank, both agents and customers can easily share files in the chat.
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How to Send a File as an Agent
To share a file with a client via chat, follow these steps:
- When you’re chatting with a customer, click the “more within the document” icon. You’ll find it at the bottom of the text area.
- Select the files on your computer that you want to upload.
- Click the “Send” button to share files in the chat.
Remember that for each upload, the agent can add a maximum of 10 files, and the total size of all uploaded files cannot exceed 100 MB. All files you select for upload will be added before they are sent.
The allowed file formats are: DOC, DOCX, PDF, PNG, and JPG. Otherwise, the selected file will not be added to
How to Send a File as a Customer
Your customers can also send files via chat. To do so, they must:
- Click the paper-shaped icon next to the input field.
- Select a file (or multiple files) and click “Open.”
File-Sharing Security
File-Sharing Security
LiveBank’s Security Service automatically scans all files shared on LiveBank. If a file is infected, a special warning notification will appear in the sender’s text fields.
