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            Send a File with Static Content from an Enhanced Bot

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            Send a File with Static Content from an Enhanced Bot

            Send a static file as a bot message. For example, send a PDF of a form or schedule for an event. Or send an image to help with instructions or troubleshooting.

            Required Editions

            View supported editions for Einstein Bots.
            View supported editions for Messaging.
            User Permissions Needed
            To build and manage Einstein Bots:

            Customize Application

            OR

            Modify Metadata

            OR

            Manage Bots

            Supported file types and sizes vary by channel. See Send Images and Files in Messaging Sessions.

            1. Upload a file from your computer or from Salesforce as an asset file.
              1. From Files home, go to Libraries | Asset Library.
              2. Click Upload Asset File. The file selector opens to let you upload a new file or select an existing file to make into an asset.
              3. Enter a file name and an API name.
              4. To make the file visible to customers outside of your organization, select Let guest users see this asset file on public and login pages.
              5. Optionally, to make the file visible to your internal employees, select Make asset file available to Salesforce org users.
              6. Save your changes. Your asset file is saved to the Asset Library and displays an Asset File label.
            2. Navigate to the Bot Builder. Click Dialogs, and then select the dialog that you want to send a file from.
            3. From the Dialog Component Library, drag the File dialog step onto the canvas.
            4. In the Step Properties panel, in the File Interaction field, select Send File.
            5. In the File Name field, enter the name of your file to search for and select it. The search bar shows asset files only. If you don’t see your file, refresh the builder and try again.
            6. Save your changes. Then when you’re ready, activate your bot.
            A File dialog step and Step Properties panel configured to send a file
             
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