Make the request clear
Explain which file is needed and what the team will use it for. Send the supported upload link from the conversation.
Secure file uploads
The customer sends the file. Your team knows where it belongs.
Use a private upload page to collect supported files and connect them to the relevant conversation.
Keep the file with the request
Review uploaded material in its customer context, with the relevant access controls.
Choose how it is handled
Review retention and AI-analysis settings for the workflow. Only enable processing that fits the intended purpose.
In your workspace
Authorized staff can review the file and continue the work.
- Configure the upload request.
- Check access and retention.
- Test the link and the resulting file record.
- Review the uploaded file in the conversation.
What happens next
Authorized staff can review the file and continue the work.
What to know before you start
Supported file types, size limits, link access and retention rules apply. Do not use a marketing example as a statement of regulatory compliance.
Your questions, answered
Does uploading automatically allow AI analysis?
No. Analysis depends on the configured permissions and controls. You can keep uploads private and still let your team review them in context.
Does the customer need an account?
The customer uses the upload link in their browser. They do not need to sign in as an Entagl workspace user.
Is the file a public attachment?
No. The upload flow is designed for private collection, and access follows its supported controls.
Connected capabilities
AI conversation controlsGive your AI a clear job and clear boundaries.Cross-channel conversationsKeep useful customer information close to the conversation.Shared team inboxThe assigned teammate can review and continue the conversation.Conversational intake and formsThe right questions, in the right format.