Tag Archives: Einstein

Salesforce: File transfer through Einstein BOT

Options to transfer File through Salesforce Einstein BOT

Currently, there is no file upload functionality in the einstein chatbot – between Bot and a Customer. A file transfer facility is available between Agent and Customer, by transferring chat from Einstein bot to Agent and then Agent can request the customer to transfer file by sending a link to transfer file.

A customer can’t upload a file until you initiate the file transfer by clicking the file transfer icon. This restriction helps prevent customers from uploading unsolicited or potentially dangerous files into the chat.

Salesforce: File transfer through Einstein BOT
Salesforce: File transfer through Einstein BOT

The is an idea to allow file transfer through Einstein BOT: https://trailblazer.salesforce.com/ideaView?id=0873A0000015BDVQA2

https://twirltech.in/architect-blogs/