To get the link of a file in the File Manager (whether a new one or already among the instance's uploads), just right-click on it and select "View File". The link will open in a new tab and, with it, it will be possible to train the AI Agent to send the file.
File Manager.
File link.
Configuring the training
For the file to be sent to the lead, you need to define a condition linked to the link.
For example: when the lead requests the Best Practices Guide, the system will automatically send the corresponding file (for example, a .docx).
This configuration can be done in the Custom Background or in Additional Rules, within the Contextualization tab, or also in Questions and Answers of the skill Database.
In the example below, you can see the configuration in the Custom Background and then the test where the file is sent during the conversation.
