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.
Collect KYC documents through chat
Using the document keyboard you can transform KYC from a bureaucratic chore into a personalized customer service conversation.
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.
Automatically file documents through integrations
Use our versatile data integration functionality to automatically send captured documents to where they belong.
Check out the webinar we hosted around how to make your chatbots visually appealing👉🏻
How it works 💁🏻♀️
Create chatbot conversation workflow
Pick a pre-built chatbot template from 1000+ choices and make changes on it using our drag-n-drop builder.
Bring customers to your chatbot
Publish your chatbot either as a widget on your website, as a standalone page, or on WhatsApp
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 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
4Enabling 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.
