Send Document

Overview

The Send Document action allows you to send document files within a bot flow.

This action:

  • Sends files such as PDF, Word, Excel, or PowerPoint

  • Supports optional caption text

  • Does not collect user input

  • Automatically proceeds to the next connected node

Add a Send Document Action

  1. Click Add Node

  2. Select Send Action

  3. Choose Send Document

The Send Document configuration panel will open.

Action Name

The Action Name is used for internal reference.

  • Helps identify the action within the flow

  • Does not appear to customers

Examples:

  • Product Brochure

  • Invoice Copy

  • Pricing Sheet

File Name Configuration

You must configure how the document file name appears to the customer.

File Name Type

Select the file naming method.

Available options:

  • Default

  • Manual

Default

The original file name from the uploaded document will be used.

Manual

You can manually define a custom file name.

File Name

If Manual is selected:

  • Enter the desired file name

  • The document will be delivered using this name

Example:

  • Company PDF

  • Product Catalog 2024

Upload Type – From Media

Use this option to select a document from the Media Collection.

Steps:

  1. Select Upload Type – From Media

  2. Click Upload Media

  3. Choose the required document from the popup

  4. Confirm selection

The selected document will be attached to the action.

Upload Type – URL

Use this option to send a document using a direct URL.

URL

Enter the publicly accessible document URL.

Fallback URL

Enter a backup document URL.

If the primary URL fails or is inaccessible, the fallback URL will be used.

Caption (Optional)

You can add caption text along with the document.

Caption features:

  • Maximum length: 4096 characters

  • Supports emojis

  • Supports text formatting

  • Supports variables

Use the caption to provide context or additional information about the document.

Text Formatting Options (Caption)

Bold

  1. Select the text

  2. Click B

Italic

  1. Select the text

  2. Click I

Strikethrough

  1. Select the text

  2. Click S

Emojis

Click the Emoji icon to insert emojis.

Add Variable

Use Add Variable to insert dynamic data into the caption.

When sent, variables are automatically replaced with customer-specific data.

Customer Fields

Predefined fields stored in the customer profile.

Examples:

  • Customer Name

  • Phone Number

  • Total Amount

  • Custom Fields

Example usage:

Hi {{customer.name}}

To insert a variable:

  1. Click Add Variable

  2. Select the required field

  3. The variable will be inserted automatically

Supported File Formats

  • application/pdf

  • application/vnd.ms-powerpoint

  • application/msword

  • application/vnd.ms-excel

  • application/vnd.openxmlformats-officedocument.wordprocessingml.document

  • application/vnd.openxmlformats-officedocument.presentationml.presentation

  • application/vnd.openxmlformats-officedocument.spreadsheetml.sheet

File Size Limit

Maximum file size: 100 MB

Files exceeding this limit will not be accepted.

Save and Deploy

After configuring the action:

  1. Click Create to add the action to the flow

  2. Connect the node within the flow

  3. Click Publish to deploy changes

Validation Before Publishing

Before publishing:

  • Confirm file format and size meet requirements

  • Verify URL accessibility (if using URL upload type)

  • Ensure fallback URL is valid (if configured)

  • Confirm file name type is set correctly

  • Test the flow to confirm correct document delivery

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