File sharing via chat
While technicians can take snapshots and record sessions for their reference, customers don't have the same option. With the file sharing feature, technicians and customers can exchange a wide variety of information in the form of images, videos, audios, presentations, and more.
Technicians can share these materials as complementary visual aids to guide the customer effectively in a remote assistance session. Customers can document issues the moment they happen and share them with the technician in a session.
How to share files via chat
-
Open Chat in your remote assistance session and click the
Share file
icon.
-
Select the file you want to share and click
Open
.
-
You can add your message along with the image in the text box, then click
Share
.
Your file will be shared with all participants in a session through Session chat.
How to edit a message
-
Hover over your message and click the More option.
You will get a pop-up box with the following actions:
- React with an emoji
- Reply
- Copy
- Edit
-
Delete
-
Select
Edit
and modify the message. Press
Enter
to send the edited message
to your participants.
-
You can notify participants about the edit by checking the
Notify others about this change
option while editing.
How to delete a message
-
Open
More
option for the message and select Delete.
-
Confirm the delete action by clicking the Yes, go ahead option. Participants will be able to see that you've deleted a message in the chat.
How to save your conversation in chat
Conversations are automatically backed up as a file once the session ends, so there's no need to save them manually. To view and download the chat file:
-
Go to
Files
in your organization's portal.
You can see the chat file of your session along with session recording and snapshots.
-
To view the chat content, download the file by clicking the icon and open it. The document will be opened in Notepad.
File and Media storage Limitations
| Size limit for an attachment with storage | 1GB |
| Number of files that can be attached at a time | Unlimited |
| Size limit of a file that can be shared without storage | Unlimited |
| File formats supported for preview | "docx", "doc", "sxc", "xlsx", "xls", xlsb", "xlsm", "csv", "tsv", "ppt", "pptx", "xml", "rtf", "pdf", "txt" and other files with "text/plain" MimeType |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Scan (QR/Barcode)
If you spot a barcode or a QR code during a remote assistance session that you would like to decode in an instant, you can use the QR/Barcode scanner in Zoho Lens. QR codes and barcodes store essential information of a component which technicians ...File Manager
The file manager section allows Admins and Super Admins in Zoho Lens to view and download session recordings and snapshots that were captured during the session. Follow these steps to download session-related files: Choose File Manager from the side ...Live text
Optical Character Recognition (OCR), also known as text recognition, is a functionality used to recognize printed characters from a scanned or photographed document. This functionality is available to both technician and customer on their respective ...SalesIQ Integration
The integration with Zoho SalesIQ allows you to initiate an instant remote assistance session directly from your chat console. During a session, you can guide your customers by viewing their live camera feed and utilizing annotation tools for better ...Zoho Lens MCP Server
Model Context Protocol (MCP) is an open protocol that establishes a standardized way for applications to interact with Large Language Models (LLMs). With an MCP, you can instruct popular AI agents or even custom AI agents to interact with native or ...