How do I allow users to upload & attach calls or tickets to evaluations?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
Integrations |
| Required to enable the manual file upload integration |
Required Permissions:
Manage Integrations (
admin.integration.settings) — to switch the manual file upload integration from Inactive to ActiveUpload Recordings/Files — to attach call recordings, email transcripts, or supporting documents to a contact or evaluation
View Recordings/Files — to view attachments and transcripts already uploaded
Activating the Manual File Upload Integration
Go to Conversations > Integrations > File upload tab.
When your account is first switched on, this feature defaults to the Inactive status. To activate it, click the Inactive button to turn it Active.
Users with the Upload Recordings/Files permission can then attach a call recording, email transcript, or other supporting materials to a contact or evaluation in several places:
When manually creating a contact to evaluate or calibrate
On evaluations in the completed evaluations table
When viewing an individual evaluation
Supported File Types
evaluagent supports a wide range of file types:
Category | Supported Formats |
Audio | MP3, MP4, WAV, GSM, OGA, OGG, SPX, OPUS |
Documents | PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT |
Images | PNG, JPG, JPEG |
Audio files in WAV or MP3 format are automatically converted to MP3 for optimal storage and playback. If you need to upload a file type that isn't currently supported, contact evaluagent support at support@evaluagent.com.