Guide FloatChat

Floatchat- User Guid

File Upload

1. Introduction #

Floatchat offers three methods for users to upload and share files with the bot within the conversational flow.

2.1 Public Upload #

The default option stores the file in Floatchat’s cloud storage. 

[Note: The URL will only be accessible for 20 minutes.]

The URL will be available in the system-generated attribute {{user.fileupload.url}}.

The generated URL will be in the following format:

2.2 Private Upload #

If the bot builder doesn’t want a public URL for the uploaded file, they can choose the option “Use Secure URL.” 

By selecting this option, the file will be uploaded to the Floatchat cloud, but the generated URL will be private and require an authorization token for access.

The generated URL will be in the following format:

The authorization token can be generated in the “Integrations” tab -> “Floatchat APIs”.

The secure URL is saved in the system-generated attribute {{user.fileupload.url}}.

2.3 Direct Upload #

If the bot builder wants to send the file to their storage, they can choose the option “Direct upload.” When the user uploads a file with this option selected, the file will be uploaded to the API endpoint configured in the node. Simultaneously, the file will also be uploaded to Floatchat’s cloud, generating a public URL.

The generated URL will be in the following format:

Note: If both “Secure URL” and “Direct upload” options are selected, the file will be uploaded to the configured API endpoint and to Floatchat’s cloud, generating a secure URL. The secure URL will be saved in the system-generated attribute {{user.fileupload.url}}.

3. User Flow #

The expected user flow in the bot is as follows:

  • The user encounters a path where they need to upload a file attachment.
  • Users can browse and upload the required files.
  • The user selects a file and clicks on “Upload”.
  • The upload progress is displayed, and no text input is allowed during the upload.
  • If the file upload is unsuccessful, an error message is shown, and the File Upload node restarts.
  • The user is prompted to select the file to be uploaded again.
  • The bot admin can collect relevant attributes for passing as input parameters.
  • The user can proceed with the same path after the file is uploaded.
  • The user needs to provide the file in the expected format to proceed further.
  • Alternatively, the user can hit the refresh button to restart the welcome flow.

4. Notes for Bot Builder #

Here are important points for the bot builder to consider when configuring the File Upload node:

  • Once uploaded, a predefined confirmation message is sent to the bot user.
  • The bot admin needs to define the Prompt Message and the Default Error Message.
  • Floatchat stores the file for 30 days, after which it is automatically deleted. The maximum file size is 5MB per upload.
  • Accepted file types for upload are doc, docx, pdf, jpg, png, and zip.
  • Zip files should not contain any unsupported file formats.
  • If the upload format is incorrect or the file exceeds the size limit, the Default Error Message is displayed.
  • After the File Upload node is created, the uploaded files can be managed using portal attributes. The file can be accessed through the URL: {{user.fileUpload.url}}.
  • Details about the uploaded file type can be accessed through the attribute: {{user.fileUpload.type}}.
  • For File Upload on Facebook and WhatsApp platforms, the generated URL is public and can be directly accessed.

5. Error Handling #

All failed file uploads are tracked per user. The list of failed uploads per user is available in “Train -> Actions,” which redirects to the dashboard of failed uploads.

The following information is available for each failed upload:

  • User File name
  • File type
  • File Size
  • Upload Timestamp
  • Status

Please note that the above content is specific to Floatchat. If you require a rephrased version for Floatchat, please let me know.

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