Send Document

Learn how to send documents using the Send Document node in the OwnChat WhatsApp Chatbot Builder for effective communication with customers

Overview

The Send Document node in the OwnChat WhatsApp Chatbot Builder allows you to share various document types with your customers via WhatsApp. This action facilitates the distribution of important files, such as PDFs, Word documents, and spreadsheets, directly within your messages. You can upload documents from your media collection or provide an external URL, ensuring easy access to essential information.

Step-by-Step Instructions

1. Add the Send Document Node:

   • In your chatbot flow builder, search for the Send Document node.

   • Select the node to add it to your flow.

2. Choose Upload Type:

   • You have two options for uploading documents:

     • From Media: Select this option to upload a document from your existing media collection.

       • A popup will appear where you can choose the desired document file.

     • URL: Select this option to send a document from an external URL.

       • Enter the URL of the document file in the provided field.

3. Provide Fallback URL (if applicable):

   • If you selected the URL upload type, enter a fallback URL. This will be used if there are any issues with the primary media URL provided.

4. Add a Caption (Optional):

   • You can include a caption to accompany the document. The caption can contain up to 4096 characters and supports emojis, various font styles, and variables for dynamic content.

   • Type your caption in the designated area below the document upload fields.

5. Upload Media:

   • For the From Media option, after selecting the document file, confirm your choice to upload it.

   • Ensure that the document file meets the following requirements:

     • 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: Maximum of 100MB.

6. Preview and Save:

   • Review your document file and caption, then click Save to implement it in the flow.

For a complete walkthrough of how to use the Send-Document node, watch our demonstration video below:

In this video, we cover everything from adding the node to uploading documents and including captions.

FAQs

1. What file formats can I use for documents? You can use the following formats: PDF, PowerPoint, Word, and Excel files, among others listed above.

2. What is the maximum file size for documents? The maximum file size allowed for a document is 100MB. Ensure your documents are within this limit to avoid upload issues.

3. Can I provide a URL for the document file? Yes, you can send a document file from an external URL, and you can also set a fallback URL in case the primary URL fails.

Troubleshooting Tips

• Document Not Sending: Check that the document file meets the format and size requirements. Ensure the URL is correct if using the URL option.

• Fallback URL Not Working: Ensure that the fallback URL is accessible and meets the same requirements as the primary document URL.