You can now attach images and documents directly inside your CRM chat, making it easier to ask questions about the files you already use every day. Whether it’s a photo, PDF, screenshot, or saved file, you can send it in the conversation and get answers based on the actual information in front of you.

📌 Why This Matters

Small business owners often have important answers buried inside files like invoices, contracts, reports, screenshots, or customer lists. Instead of typing everything out manually, you can simply attach the file and ask your question in plain language. This saves time, helps you work from your phone, and gives you more useful answers based on your real business information.

✨ What’s New

• Attach files right in chat: Add a file using the paperclip icon and choose from your camera, photo gallery, device files, or media library.
• Upload while you type: Your file uploads in the background, so you can keep writing your question without waiting.
• Ask about real documents: Send screenshots, PDFs, photos, and other saved files so the assistant can review the actual content.
• Use files you already have: Pull in items from your media library without needing to upload them again.

🛠️ How to Use It

1. Step 1: Open the chat inside your CRM and start a new conversation or continue an existing one.
2. Step 2: Tap the paperclip icon in the message box and choose where your file will come from: Camera, Gallery, Files, or Media Library.
3. Step 3: Wait for the attachment to finish uploading, then type your question and send it.
4. Step 4: If you are not sure what to ask, send the file by itself and let the assistant review it for you.

💡 Pro Tip

Use this when reviewing contracts, customer lists, or sales reports so you can make faster decisions and spend more time serving customers and closing sales.