File Upload
Upload images and documents in your chat. Merlin analyzes the content and forwards data to your connected tools.
File Upload
Upload images or documents directly in your CallMerlin chat. Merlin analyzes the content, creates a summary and offers to forward the data to your connected tools (CRM, accounting, project management).
Supported file types
| Type | Formats |
|---|---|
| Images | JPG, JPEG, PNG |
| Documents | PDF, TXT, CSV, DOCX, MD, JSON |
Maximum file size: 10 MB per file. Maximum 5 uploads per session.
How does it work?
- Click the paperclip icon next to the chat input, or drag a file onto the chat window
- Merlin shows a processing indicator
- Within seconds you receive a summary or analysis
- Merlin asks what you want to do with the results
Availability per channel
| Channel | Available | How |
|---|---|---|
| Webcall widget | Yes | Paperclip button + drag & drop |
| Desktop app (Windows / macOS) | Yes | Paperclip button + drag & drop |
| Android & iPhone | Yes | Paperclip button (file picker) |
| Phone (PSTN) | No | Voice calls do not support file transfer |
Use cases
- Screenshot of error message — Merlin diagnoses the problem
- Invoice PDF — Merlin summarizes amount and line items, logs in your accounting
- Business card photo — Merlin creates a contact in your CRM
- Contract PDF — Merlin extracts clauses and creates a CRM note
- CSV spreadsheet — Merlin analyzes and creates a summary for Slack
- Handwritten note — Merlin digitizes and creates a task
Privacy and storage
Files via the normal paperclip are processed temporarily:
- Images are analyzed in memory and never saved permanently
- Documents are temporarily sent to the AI provider and automatically deleted at session end
- No chat files stored in our permanent database or cloud storage
Exception (explicit): if you ask Merlin to save a file on a case (or say yes after creating a case), that file is permanently stored in EU Storage under the case. It is no longer temporary chat analysis.
Save to a case
- Upload via paperclip (or already have the file in chat)
- Say: "Save this to case [title]" or say yes after "Make a case"
- Merlin links the file to the case. Colleagues with case access can open it via a shareable link (valid 15 minutes)
Example: upload an invoice PDF, create a case for Finance and say "Save this invoice to the case." Finance opens the link later from chat or the dashboard.
See Cases for limits (max 10 files, 10 MB) and retention.
Limits
| Limit | Value |
|---|---|
| Max file size | 10 MB |
| Max uploads per session | 5 |
| Supported types | JPG, PNG, PDF, TXT, CSV, DOCX, MD, JSON |
Plan availability
File upload is available on all plans (Starter, Professional, Business, Enterprise). No configuration needed.