File Attachments

When a technician photographs a motor's nameplate and sends it via WhatsApp, the agent can automatically read the model, serial number, voltage, and rated current from that image — without the technician typing anything. When a supplier sends a PDF quote by email, the agent can read the prices and quantities and create the record in the system. File attachments turn documents into data the agent can use.

What is it for?

Files extend the agent's capabilities beyond text. In an industrial plant, a large amount of information arrives in image or PDF format: equipment nameplates, purchase orders, invoices, manuals, laboratory reports, failure photos. With attachment support, the agent can process that information directly in the conversation without additional manual steps.

File attachments allow you to:

• Capture equipment data by scanning the nameplate with a phone
• Process invoices and quotes sent by email without manual transcription
• Record photographic evidence of failures directly in the conversation
• Upload technical manuals to collections for the agent to consult
• Attach inspection images to work orders

How does it work?

The system accepts four file formats: images (JPG, PNG, WebP, GIF) and PDF documents. The size limit is 25 MB per file — sufficient for high-resolution photographs and multi-page PDFs.

When a user sends a file to the agent (via WhatsApp or email), the process is:

1. The file is received and stored securely
2. The AI vision model analyzes the file content
3. The agent receives the text and data extracted from the file
4. The agent uses that information to formulate its response

Access to stored files uses temporary links that expire in 60 minutes — files are not permanently publicly accessible.

How to use it?

Send files via WhatsApp

The technician simply attaches the image or PDF in the WhatsApp conversation, just as they would with any person. The agent processes the file automatically.

Examples of what the agent can read from a file:

• Nameplate photo: model, serial number, rated power, voltage, frequency
• Gauge or display photo: the value shown on the instrument
• Invoice PDF: invoice number, supplier, items, quantities, prices, total
• Photo of damaged component: visual description of the damage that the agent can document
• Technical manual PDF: specifications, procedures, spare parts lists

Send files by email

The user attaches the file to the email as they normally would. The email agent automatically processes all attachments in the message and uses that information in its response.

Upload files to data collections

To upload reference files that the agent can consult (manuals, technical sheets, catalogs):

1. Go to Data > Collections.
2. Open the relevant collection.
3. In the record where you want to attach the file, click on the file-type field.
4. Select the file from your computer.
5. The file is stored and linked to the record.

Accepted formats

Key benefits

• The agent reads images and PDFs automatically without additional configuration
• Equipment data capture directly from a phone — no manual transcription
• Commercial document processing (invoices, quotes) within the same conversation
• Photographic failure evidence documented directly in the conversation history
• Files stored securely with controlled temporary access
• Works the same in WhatsApp and email — technicians need to learn nothing new

Common use cases

Scenario 1: Register new equipment with a nameplate photo A technician installs a new pump and needs to register it in the system. Instead of manually transcribing the nameplate data, they photograph it and send it to the agent via WhatsApp: "Register this equipment." The agent reads the photo: model Goulds 3196, serial number 2024-08-45892, 15 HP, 460V, 3-phase. It asks: "Which area and line is this pump for?" The technician replies and the agent creates the complete record in the assets collection.

Scenario 2: Process a supplier quote The procurement manager receives a 3-page spare parts PDF quote by email. They forward the email to the email agent. The agent reads the PDF, extracts the 8 items with their codes, quantities, unit prices, and total. It replies with a structured summary of the quote and asks whether it should be registered in the requisitions system.

Scenario 3: Document a failure with photographic evidence A technician finds a crack in the casing of pump B-07. They take three photos from different angles and send them to the agent with the message: "Pump B-07 has a crack in the casing." The agent processes the photos, describes the damage observed in each image, creates the corrective maintenance work order with the photos attached as evidence, and notifies the shift supervisor. The photos become part of the work order record.