File Picker user input control
Summarize
Summary of File Picker user input control
The File Picker user input control allows Virtual Agent topics to prompt users to upload files or images. Uploaded images are displayed immediately within the Virtual Agent client, scaled appropriately to fit the chat window. This control supports all file types except SVG format images. It is compatible across various client interfaces and channels, enabling seamless file sharing and upload experiences.
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Key Features
- File Type Support: All file types except SVG images are supported. Images can be high resolution but are scaled to maintain aspect ratio within the chat window.
- Client Interface Support: Users can upload files through different interfaces such as Web UI, Slack, Microsoft Teams, Workplace, and ServiceNow mobile, each with tailored upload steps (e.g., drag-and-drop, paste, or file selection).
- Microsoft Teams Integration: Supports file upload via attachment icon or drag-and-drop, and image paste. Users can share attachments both through the Virtual Agent file picker and live agent chats.
- Live Agent Support: Supports text, files, and emojis but does not support SVG images or formatted text. Uploads are scanned for viruses and validated.
- File Upload Management: Uploads are virus scanned and can be linked to cases created using the Record Action utility.
- Configurable Properties: Includes settings such as Node name, Variable name, Prompt text, allowed file types, confirmation messages, conditional visibility, and skip logic to customize user interaction flow.
- Channel Compatibility: Supported on Web UI, Mobile UI, Now Assist panel, Microsoft Teams, Google Chat, Slack, Workplace, Facebook Messenger, LINE, WhatsApp, Apple Messages for Business. Partial support on SMS Twilio (image files only). Not supported on Alexa (voice).
Using the File Picker Control
The control’s behavior varies slightly depending on the client interface:
- Web UI: Users click a prompt to upload files from their local computer.
- Slack: Users select the Green + icon to upload files.
- Microsoft Teams: Users can paste images directly into the chat input or upload using the attachment icon.
- Workplace: Users select the image icon to upload.
- ServiceNow Mobile: Users select an image from their photo library. The option to upload all file types must be enabled.
Practical Considerations for ServiceNow Customers
- Use the File Picker control to enhance user interaction by allowing file and image uploads directly within Virtual Agent conversations.
- Configure prompts, confirmation messages, and conditional logic to tailor the upload experience to your business needs.
- Leverage virus scanning and validation to maintain security and compliance.
- Link uploaded files to cases using the Record Action utility to streamline case management.
- Be aware of channel-specific constraints, such as file size limits and supported file types, especially for channels like Facebook Messenger, LINE, and SMS Twilio.
- Note that SVG images are not supported and formatted text uploads are not supported in live agent scenarios.
Use the File Picker user input control in a Virtual Agent topic to prompt a user to upload an image or any file type. After the user uploads an image file, the image appears immediately in the Virtual Agent client.
File Picker user input control properties
All file types are supported by the file picker, except the SVG format for image files. Although the image can be high resolution, the image displayed in the Virtual Agent client is scaled based on the aspect ratio. Images scale to fit within the chat window.
In Microsoft Teams, a file can be uploaded through the paper clip (attachment) icon, or using drag-and-drop. Copying and pasting only works for image files. Users can share attachments on Microsoft Teams through the Virtual Agent file picker user input control, and by sending attachments while chatting with a live agent.
- Doesn't support the SVG format for image files.
- Supports a combination of text, files, and emojis. However, orders may show up differently between how a user sends these items versus how an agent views these items.
- Doesn't support formatted text.
When a file upload is in progress, you can't upload or enter text for the file picker control. The uploaded files go through a virus scan and validation.
You can link an uploaded file to a case you create using the Record Action utility. For more information, see Record Action utility.
| Property | Description |
|---|---|
| Node name | Name that identifies the File Picker user input control node in the topic flow. |
| Variable name | Name of the variable that stores the user response to this prompt. The variable name is automatically created from the Node name property. |
| Prompt | Prompt or question asking the user to upload the item. The prompt can be a text string that includes variables or a script that returns text. |
| Allow user to upload | Type of file to upload. All file types are supported, except the SVG format for image files. |
| Advanced | |
| Confirmation messages | |
| Input completion confirmation |
Bot response shown to the user when the node interaction is complete. The message can be either a text string or a script that returns text. For example, if you're using dot-walking: Thanks, (Input Variables > Username)! Or if you're using a script, the acknowledgement might be: Thanks, {{vaInputs.username}}! |
| Default value confirmation |
Message that asks the user to verify that the value in the Default value field is correct. This message is used instead of a value in the Prompt field. It can contain either a text string or a script that returns text. For example, if you're using dot-walking: Are you (Input Variables > Username)? Or if you're using a script, the confirmation message might be: Are you {{vaScripts.lastUsername}}?. |
| Hide or skip this node | |
| Conditionally show this node if |
No-code condition statement or low-code script that specifies a condition for presenting this node in the conversation. The condition must evaluate to true. |
| Allow user to skip this node if |
No-code condition statement or low-code script that specifies a condition for letting users skip this node in the conversation. The condition must evaluate to true. You can set this field using either the condition builder or a script. |
| Skip reprompting if | No-code condition statement or low-code script that specifies a condition for letting users skip reprompting in the conversation. When a preceding node is revisited through a topic loopback or Dialog Act, the Virtual Agent bypasses this node and automatically retain its original value. |
Using the File Picker control in different client interfaces
The process to select an image differs based on the Virtual Agent client interface. Use the following steps to select an image in the client interface of your choice.
| Platform | Steps to select an image or file |
|---|---|
| Web UI |
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Slack |
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Microsoft Teams |
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Workplace |
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ServiceNow mobile |
Note:
The Upload a file button is only available when you enable the All file types file picker property. |
Example of a File Picker user input control
| File Picker properties | File Picker prompt |
|---|---|
Channel support
| Channel | Support | Constraints |
|---|---|---|
| Web UI | Supported | None |
| Mobile UI | Supported | Prompt that users see asking for permission for the app to access a camera or file system if the user has not already given the permission. |
| Now Assist panel | Supported | None |
| Microsoft Teams | Supported | None |
| Google Chat | Supported | None |
| Slack | Supported | None |
| Workplace | Supported | None |
| Facebook Messenger | Supported | Supported file types are JPG, PNG, BMP, and MP4. The files have a maximum size limit based on the file type:
|
| SMS Twilio | Partial support | Image files only |
| LINE | Supported | Supported file types are JPG, PNG, BMP, and MP4. The files have a maximum size limit based on the file type:
|
| Supported | None | |
| Apple Messages for Business | Supported | None |
| Alexa (Voice) | Not supported | Not applicable |