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
Click Add Node
Select Send Action
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:
Select Upload Type – From Media
Click Upload Media
Choose the required document from the popup
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
Select the text
Click B
Italic
Select the text
Click I
Strikethrough
Select the text
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:
Click Add Variable
Select the required field
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:
Click Create to add the action to the flow
Connect the node within the flow
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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