Overview

What is Quick Access?

Upload files to Quick Access repository

Share files with your team

Remove files

Download files

Share files with your Users

Quick Access on Mobile


Quick Access


With Freshchat's Quick Access feature, you can create a repository of files on Freshchat and share them with your users. Or you can upload and share files directly from your computer.


Note:

Customers and visitors can also attach files and share it with you.


Upload files to Quick Access repository


To upload files to your Freshchat Quick Access repository,


1. Go to Settings

2. Select Quick Access. 



You can upload files in three ways here.

  • Click Upload Files and select your file.
  • Drag and drop files.
  • Or, click Browse and select the files that you want to upload



All the files that you upload will be available in My Files section.




Share files with your team


If you're an Admin, you can share files with your team. 


If you are and Agent, you can upload files but you won't have the Share with Team option. You can still store files in the Quick Access repository and share it with users.


To share a file with your team,

1. Click Share against the respective file. A confirmation pop-up appears.



2. Click Yes, Share



Your file gets moved to Shared with Team section.



Once you share a file with your team, any team member can access the file and share it with your users. You cannot undo this action. But you can remove the file from the repository.


Remove files


To remove a file, 

1. Click the drop-down against the respective file. 

2. Click Remove. A confirmation pop-up appears.



3. Click Yes, Remove.


Download files


To download a file, 

1. Click the drop-down against the respective file. 

2. Click Download.



Share files with your Users


There are two ways by which you can share files with your visitors and customers.


I. Share files from Quick Access repository


You can search files that you have added in the Quick Accesrepository and share it with your users.


1. Click Attach.



2. Select Quick Access.



3. Select the file that you want to send or search for it and select it.



4. Click Attach. The file gets added to your response. 




5. Hit Send.


II. Share files directly from computer


You can also directly upload and share files from your computer.


1. Click Attach.



2. Select Choose Files from computer...



3. Select the file that you want to send.

4. Click Attach. The file gets attached.



5. Hit Send.


Note:

If the file is not already present in the Quick Access repository you'll get an option to save it therewhen you attach a file from your computer. Click Save for Quick Access to save it to the repository.


Quick Access on Mobile

Currently, file upload and share option is only available on the Web version of Freshchat and not on mobile. However, you can view the files shared by your users on the Freshchat mobile app. Quick Access repository for mobile is in the road map and will be supported soon.