This module is accessible by Owner and Manager only!
From the Files Module, you can look through and manage your existing files stored on the YesHello Platform as well as upload new files to the system. You can navigate to the Files Module from the navigation menu on the left. Look for the icon that resembles a file.
The Files Module
The Files Module allows you to upload documents to our platform that you can later send out in to specific contacts from the Messages Module or broadcasted out from the Broadcasts Module. Not only can you upload new documents from the Files Module, you can also update existing documents.
From this table, you can browse through the list of existing files that have been uploaded onto the YesHello Platform.
You can use the search bar at the top of the Files Module to quickly find the file you need.
File Name and ID
The File Name displays the human friendly name of each file on the system. Meanwhile, File ID is the unique identifier used to label the files stored on the YesHello Platform.
The File ID is useful for sending files from our system through integrations.
Description and File Type
The description shows a short description of the content for each of the files. The File Type column displays the what kind of files they are.
This is the date on which the file was added to the system.
From here, you can access a dropdown menu of additional things you can do with the file. The More Actions button is on the far right. Look for three vertical dots.
More Actions Menu
From this dropdown menu you will be presented with several options:
Download: By selecting this option, you will begin locally downloading the file onto your computer. This is useful for viewing the contents of the file.
Copy File ID: This will save a copy the File ID of the selected file onto your clipboard for easy copy and pasting.
Delete: This will permanently delete the selected file from the system.
Be careful, deleting a file is irreversible. We cannot help you retrieve a file that has been accidentally deleted.
Sending Voice Messages
Uploading a New File
Step 1: Navigate to Files Module
From the side navigation menu, select Files from the menu
Step 2: Press ADD FILE
At the top bar, press the blue ADD FILE button and the Upload File dialog should open up.
Step 3: Name the file and describe it
Enter a name for the new file along with a short description. These fields will help you identify the file to be sent and the file content
Tips: Try to pick short and meaningful names and descriptions to make identifying files easier. This becomes increasingly useful when the number of files grows.
Step 4: Select the file
To attach a local file, simply drag and drop the file from your computer onto the dropzone. Alternatively, you can also click on the dropzone and select the file from your computer that you wish to upload.
If your file size is larger than 20 MB, it is suggested that you compress it into a ZIP folder before uploading.
Name and Description
You will have to enter a name for your file along with a short description in the first two fields, respectively.
Try to pick short and meaningful names and descriptions to make identifying files easier. This becomes increasingly useful when the number of files grows.
In the Messages Channel, you can send files to individual contacts by selecting the attachment button. This will open up a dialog where you can select the file you wish to send.
Sending a New File
To select a file you have already uploaded to the YesHello Platform, open the "Select Method" dropdown field and choose the "Select Existing File" option. Choose your desired file under the "File" dropdown field and press the blue "SEND" button.
Send Existing File
You can also send files that you have uploaded via Broadcasts, Surveys, Automations, or through integrations.
While YesHello Platform accepts uploads up to 20MB in size, different channels have their own guidelines and specifications for the files that they accept. For example, some don't accept attachments of certain file types while others may limit the attachment size to 1 MB.
Maximum File Size
Image: 1 MB
Other: 25 MB
Image: 5 MB
Other: 50 MB
Image: 1 MB
Other: 10 MB
Image: 1 MB
Other: 50 MB
If the file you are sending does not meet the requirements of the channel, YesHello will automatically replace your attachment with a URL link to your file.
Updating Existing Files
Update any files already stored on the platform by pressing the "Edit" button under the More Actions dropdown menu.
From here, you can change the name of the file. You also can also update the description of the file.
The drop and drop area at the bottom is used for updating files on the YesHello Platform. Leave this field alone if you do not wish to replace current file.
You can also edit the remote URL if it is a remote file.
Note updating a file will conserve the File ID of the current file. This is useful for any integrations that you may have in place.
Copying the File ID
During integration, you may need the File ID of a file to facilitate a process. The File ID can be obtained by selecting Copy File ID from actions menu and the File ID will be copied into your clipboard.
Deleting a File
If a file is no longer relevant or not used anymore, it can be deleted from the space by choosing Delete from the actions menu.
Be careful when you delete a file as it may be used by other users in the space. Bear in mind that the deletion cannot be undone.
Sending High Resolution Photos
If you fail to send photos to your contact, please check on the photo resolution and make sure it is less than 85 megapixels. Channels like Facebook has a restriction on the photo resolution and megapixels.
If you fail to send videos to your contact, please check on the video resolution as some channels may not support video of high resolution. You may try to send the video again with a lower resolution.
Receiving and Sending Files
If your space is having trouble receiving and sending files to your contacts, your network may have restricted some IPs to send and receive files. Please add the following to whitelist the IPs :