Allow Files to be Sent via Live Chat

This article applies to recent versions of SmarterTrack. View articles for SmarterTrack 12.x and earlier.

On occasion, Agents and Customers may need to send files to each other during a live chat. These files could be screen shots, Word documents, PDF files and more. By default, Agents have the ability send files to Users. However, the System Administrator needs to configure an option to allow Users to upload files during live chats.

Follow these steps to allow Users to send files to Agents via live chat:

  1. Log in to the SmarterTrack management interface as an Administrator.
  2. Click the Menu icon, and from the dropdown, click Settings.
  3. Under the Configuration header, click Live Chat.
  4. On the Options tab, select the Allow end users to send attachments checkbox.
  5. Click Save.
Checking this box will allow Users to send Agents files during all future live chats. To revoke these privileges, simply uncheck the checkbox and save your changes.

 

For more information, please refer to the SmarterTrack Online Help.

 

Learn more about the SmarterTrack online help desk and how you can improve your overall customer service.

Add Feedback