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Collect File

Use the Collect File card in Mark360 to receive files or documents directly from your users.


Overview​

The Collect File card allows your bot to request and receive files such as documents, images, or PDFs from users during a chat.
This helps you collect necessary attachments like ID proofs, invoices, or product images directly within your chatbot flow.

Setup Organization


Ask as Text Essentials​

Craft a short, clear question that informs users exactly what type of file they need to upload.

Question Text​

This is the message displayed to users when asking for their file.

πŸ’¬ Example Question:

Please upload the document or image related to your query.


Store Response in Variable​

Save the uploaded file link or attachment reference to a variable for future use in your automation.

For example: {{variable.user_uploaded_file}}

This variable can later be used to access, process, or forward the uploaded file within your flow.

Advanced Validation Settings​

Enable Advanced Validation Settings to ensure user uploads meet your criteria.

Maximum Attempts:​

Set how many times users can retry uploading a file.

(Example: 3)

Invalid Text Validation Message:​

Customize the message shown when the uploaded content is not in the expected format.

(Example: β€œPlease upload a valid file type.”)

Custom Validation Regex Pattern:​

Define custom regex validation to match file URL patterns or file types.

Example Regex for File Validation:

^https?:\/\/.*\.(jpg|jpeg|png|pdf|docx|xlsx)$

Action on Validation Failure​

Choose what happens if the user repeatedly uploads an invalid or unsupported file:

  • Skip Question β€” Continue to the next step in the conversation.

  • End Conversation β€” Stop the chat flow if the file upload fails after all attempts.

    Setup Organization

In Mark360 Bot Interface:​

Setup Organization