Contacts - Contact Files

Use the contact files to attach and link documents, images, videos, audio, and other items to the contact.

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Contact

The image above shows where the screen with the contact files is; in this image, it shows a contact with no file attached. Therefore, it will appear like this, with the message "No file attached".

After attaching files, you will be able to see a list with all the files, with important data such as preview, name, size, format, category, owner, and creation date.

• The format is obtained through its extension or file metadata, for greater accuracy about the source of the data;

• The category indicates which part of the system the upload or attachment of the file linked to the contact was made from;

• The owner will always be the user who attached the file to the contact;

In file options, we have:

• Open file: opens a new tab to view the file;

• Get data with AI, Transcribe audio with AI, or Summarize document with AI: these are actions for those who subscribe to the AI module to extract information from files;

• Rename: to edit the file name and description;

• View properties: function to get more details about the file;

• Delete: unlinks the file from the contact but does not delete it from the system;

For the best use, it is possible to filter the files using the following features:

• Owner filter: choose which users will be used to filter the files;

• Type filter: choose which types of files can be shown (e.g., audio, video, etc.);

• Category filter: choose which categories can be shown (e.g., support tickets);

• Range filter: choose the time range to filter the files based on the creation date;