If a customer has already recorded media using their smartphone or another app, they can upload it through the Clip interface instead of recording a new one from scratch. Currently, we support uploading pictures and videos. If you require clients to upload other file types, such as PDFs, please contact our support team via email.
1. Request Access from SnapCall Support
By default, the upload feature is disabled for customers. However, we can activate it upon request. Simply send us a message via our chat widget or reach out to us by email.
2. Share the Clip / Flow Link
Once support enables the feature, customers will see the upload option when they open either a Clip or a Flow recorder. This option is located in the top left corner of the screen and it's accessible from both desktop and mobile devices.
3. Upload Media
When customers click the upload button, their device’s file manager will open, allowing them to select the media file they wish to submit to SnapCall. Only one media file can be uploaded at a time, but they can upload multiple files consecutively.
4. Media Submission
Once the media is uploaded and the customer clicks the send button, a ticket is either created or updated in your CRM. Agents can then view the uploaded media in the dedicated viewer, where there is no distinction between uploaded and recorded files.