Upload-attachment

The Attachment feature allows merchants to include files in a conversation with customers, up to 25 per interaction. Each file can have a title, helping provide context like Invoice, Photo ID, or Terms and Conditions. By default, the file expiration period is 60 days from the date of upload.

This makes it easy to send important documents directly within a conversation, keeping everything in one place. Whether it’s a contract, quote, or image, the file appears alongside the message, ensuring the customer knows exactly what it’s for.

Files are securely handled, and the experience is designed to fit smoothly into your existing workflow.

⚠️

Warning File size should not be more than 25 MB.

Merchant need to upload files one by one through API before attaching the files in upload-attachment action. Following are the references to upload, retrieve and delete files :

• File Upload
• File download
• Delete File
• List Files

Related Actions

This action pairs well with the following actions:

• signature

Union (required)

An upload-attachment action depends on being unioned to another action in order to know what documents should be visible on customer side to review.

Macro level details for how union attribute behaves can be found within the Union documentation.

Features

Example

Below is an example payload for adding an Upload-attachment action to a business process or blueprint.

{
    "type": "upload-attachment",
    "union": 1,
    "features": {
        "attachments": [
            "123e4567-e89b-12d3-a456-426614174000",
            "9f8c6b3a-4d7e-11eb-ae93-0242ac130002"
        ]
    }
}