File Upload
Upload images and documents in your chat. Choose right away: process invoice, save to a case, knowledge base, or this chat only.
Upload images or documents directly in your CallMerlin chat. Right after upload, CallMerlin asks what you want to do with the file. Then Merlin analyzes the content (and forwards data to connected tools when you choose that).
After upload: what do you want to do?
After paperclip or drag and drop, a choice menu appears (e.g. What do you want to do with "file.jpg"?):
| Choice | What happens |
|---|---|
| Process invoice | Merlin reads the invoice (amount, lines, supplier) and helps book it in your connected accounting |
| Save to a case | File permanently on a case in EU Storage (not temporary) |
| Add to knowledge base | Document in the knowledge base (only if your PIN has Upload documents to the knowledge base) |
| Use in this chat only | Temporary analysis in this conversation; gone with the session |
Cancel stops the upload. Without the knowledge-base permission, that option is hidden.
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
- Choose what you want to do in the menu (see table above)
- Merlin shows a processing indicator
- Within seconds you get a summary, or the chosen action continues (invoice, case, knowledge base)
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 an error, Merlin diagnoses the problem
- Invoice PDF, choose Process invoice or say later what to book
- 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 Use in this chat only (or analysis without a permanent choice) are processed temporarily:
- Images are analyzed in memory and never saved permanently
- Documents are temporarily sent to the AI provider and deleted at session end
- No chat files in our permanent database or cloud storage
Exceptions (explicit via the choice menu or chat):
- Save to a case: permanent in EU Storage under that case
- Add to knowledge base: permanent in the knowledge base (PIN permission required)
Save to a case
- Upload via paperclip and choose Save to a case, or say later: "Save this to case [title]"
- Merlin asks which case (or creates one) and links the file
- Colleagues with case access open it via a shareable link (valid 15 minutes)
Example: upload an invoice PDF, create a case for Finance and save the invoice on the case. Finance opens the link later from chat or the dashboard.
See Cases for limits (max 10 files, 10 MB) and retention. PIN rights: PIN users.
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.