Collect Documents From Users Through A Chatbot

Whether you want to collect income proof or ID proof, we've got you covered. Using our file upload keyboard, you can collect documents from your customers through a chatbot.
20+
File Typessupported out of the box
100MB
Max File Sizeper upload
256-bit
EncryptionSSL/TLS secured
99.9%
Upload Successrate with retry logic
📎File Upload

Collect Files Seamlessly

Let users upload documents, images, and files directly within the chatbot conversation. Secure, fast, and effortless.
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Collect KYC documents through chat

Using the document keyboard you can transform KYC from a bureaucratic chore into a personalized customer service conversation.
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Speed up your intake process with OCR

By pairing the document keyboard with image recognition APIs you can make customer intake blazing fast. All your customers will need to do is snap a picture of their key documents and their information will automatically populate in your customer database.
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Automatically file documents through integrations

Use our versatile data integration functionality to automatically send captured documents to where they belong.

Why File Upload Matters

Collect documents, images, and files directly in conversations - no external forms or email attachments needed.
Drag & Drop Upload
Users can upload files directly in the chat window with drag-and-drop or click-to-browse. No forms needed.
Real-Time Validation
Automatically validate file types, sizes, and content before processing. Instant feedback for users.
OCR Processing
Extract text from uploaded images and scanned documents automatically using built-in OCR technology.
Secure Storage
Files encrypted at rest and in transit. GDPR compliant with automatic expiry and deletion policies.
Mobile Camera
Users can capture and upload photos directly from their phone camera within the chatbot interface.
Cloud Integration
Sync uploaded files to Google Drive, Dropbox, S3, or your custom storage via webhooks and API.

How it works 💁🏻‍♀️

Add file collection to your chatbot in minutes.
1

Create chatbot conversation workflow

Pick a pre-built chatbot template from 1000+ choices and make changes on it using our drag-n-drop builder.
2

Bring customers to your chatbot

Publish your chatbot either as a widget on your website, as a standalone page, or on WhatsApp
3

Sit & watch the data rolling in

View and analyze conversation data inside the Conferbot dashboard. Use 1000+ integrations to move data to your CRM/Database.

File Upload for Every Industry

See how businesses use in-chat file uploads to streamline document collection and verification.
📋
KYC & Verification
Collect ID documents, selfies, and proof of address for automated identity verification
🏥
Healthcare
Patients upload lab reports, prescriptions, and insurance cards for appointment prep
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Banking & Finance
Loan applications, income proofs, bank statements, and tax documents collection
🎓
Education
Assignment submissions, certificates, transcripts, and enrollment documents
🏠
Real Estate
Property documents, rental agreements, mortgage paperwork, and inspection photos
💼
HR & Recruitment
Resume uploads, cover letters, portfolio files, and onboarding documents

Ready to Collect Files in Chat?

Join thousands of businesses collecting documents through chatbot conversations. Start free, no credit card required.

Explore More Features

File upload is just the beginning. Discover the full Conferbot platform.
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Rich Media
🔌
API Integration
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No-Code Builder
📊
Analytics
🌐
Omnichannel
💬
Live Chat

File Upload FAQ

Everything you need to know about implementing AI chatbots for file upload. Get answers about features, pricing, implementation, security, and industry-specific solutions.

Getting Started with File Upload

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Enabling file upload in Conferbot is straightforward. In your chatbot builder, add a 'File Upload' block to any conversation flow where you need users to share files. Configure the allowed file types (documents, images, videos, etc.), set maximum file size limits, specify whether uploads are required or optional, and customize the upload prompt message. Conferbot automatically handles file storage, virus scanning, and secure delivery to your team. Files can be forwarded to email, stored in your dashboard, or integrated with cloud storage services like Google Drive or Dropbox.

Features & Capabilities

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Use Cases & Applications

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Technical & Integration

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Pricing & Best Practices

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Omnichannel Platform

One Chatbot,
Every Channel

Your chatbot works seamlessly across WhatsApp, Messenger, Slack, and 6 more platforms. Build once, deploy everywhere.

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