You can upload and view file attachments in messages using SmartAI. Here’s what you need to know:

✅ Supported Image Formats

These image types are automatically shown in the chat:

• .jpg
• .jpeg
• .png

Other file types are shown as downloadable links.

📁 Allowed File Types

• The system supports a specific set of file extensions for uploads.
• If you try to upload a file type that’s not allowed, you’ll see an error.
• File upload limits are managed by your site admin.

Need more types? Contact your site administrator to enable additional file formats.

🤖 Chatbot Attachments

• Chatbots can also send and receive attachments.
• For setup details, please refer to the chatbot configuration section or contact support.

📂 Where Files Are Stored

Depending on your setup, uploaded files are stored in:

• PHP version: supportboard/uploads
• WordPress version: wp-content/uploads/sb

Advanced users can change this location via the configuration file. File uploads to AWS S3 are also supported if enabled.

ℹ️ Conversation Features in SmartAI

Here’s a quick overview of extra tools you can use while managing conversations in SmartAI, including tags, notes, transcripts, and more.

🏷️ Tags: Organize Conversations Easily

Tags help you categorize and filter conversations for better workflow.

🔧 How to Use Tags

• Manage Tags: Go to Settings > Admin > Tags.
• Assign Tags:
  • Automatically through Settings > Automations > More,
  • Via Dialogflow actions,
  • Or by inserting SB_DEFAULT_TAGS JavaScript variable on your chat/web page.
• Search with Tags:
  Use the top-left search bar in the admin area or choose from the filter menu (only visible if tags are in use).
• Starred Tags:
  The first tag becomes the starred tag. Enable “Starred” to quickly mark and filter those conversations.
• Disable Tags:
  You can turn off the tag feature in Settings > Admin > Disable tags.

🗒️ Notes: Internal Comments

Add private notes to any conversation that are only visible to agents and admins.

💡 Tip: If you use OpenAI integration, you can enable note data scraping to enhance responses using note content.

📄 Transcripts: Send Chat History to Users

You can send the full conversation history as a transcript via email.

How to Send a Transcript

• Click the Transcript button in the conversation window (top-right).
• Or, set up auto-send on close via Settings > Messages & Forms > Close message.

📝 Notes:

• Transcripts are sent only if the user has an email address.
• If the chat was translated, the transcript will include the translated content.

🕒 Date & Time Format

The date and time format is auto-detected based on the user’s browser language.