Last updated: 14 December 2021 

Find and manage all your files in one area.

Step 1: Explore your files

Head to SettingsFiles.

The top menu allows to you flick between the various file formats such as QR codes, images, spreadsheets, and PDFs.

You may also filter your files by tag or simply use the search. Words typed inside the search will find a match within file names and descriptions.

The search bar will only search the files inside the tab you’ve selected. For example, if you are searching for an image using the search bar, ensure you have the Image tab selected.

Step 2: Select your file storage

In the top right of the screen, you will find the file storage dropdown.

By default, every account has one storage called Default storage. You may add more storages (hosted onto your chatbot platform or pulled from third-party storages such as Amazon S3).

Changing the storage will update the files you see.

Learn more about your file storages.

Step 3: Upload files

In each section, click the + sign to upload a new document.

Step 3: Download, edit, or delete files

Click on any file within your explorer to bring more information in the sidebar.

From there, you can:

  • Edit: allows you to change its name, tags, and description

  • Download: allows you to download your file. If your file is an image, it will open in a new tab. You will then have to click Save as in your browser to download it.

  • Delete: allows you delete your file permanently.