How to Handle Files Customers Send by Message

To handle files sent by message, the attachment has to reach the record rather than staying in a thread. A document received and left in a conversation is a document nobody can find later.

What happens when files stay in threads

They exist and are unreachable.

Documents downloaded manually and re-uploaded
Files lost when a conversation scrolls away
No connection between the document and the process it belongs to
Data inside the document never extracted

What good handling looks like

Attachments land as fields on the record automatically
Documents readable inline, without downloading
OCR extraction, so the data enters the record
Connected to the process, not just to the conversation
Available to whoever takes over the case

How to set it up in Jestor

Connect WhatsApp to Jestor so conversations and attachments become records.
Confirm attachments land in the correct field on the card.
Add PDF blocks so documents display inside the card.
Enable OCR where the document carries data you would otherwise retype.
Save the file to a documents table as well, where a document-level view helps.

Why choose Jestor for message-based document intake?

The stated purpose of the integration is removing manual work, and attachments are where that is most measurable: a file arrives and lands in the right field without anyone downloading it.

Because OCR is available on the same field, an invoice sent by message can populate a payment request rather than being transcribed.

Frequently Asked Questions

Do attachments reach the record automatically?

Yes, in the correct field. See jestor.com.

Can data be extracted from them?

Yes, through OCR.

Can documents be read without downloading?

Yes, using PDF blocks.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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