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Using Media in Chat Agents

How to upload media files and configure your chat agent to show them at the right moment in a conversation.

Spara chat agents (Navigator, Smartbar, and Fullscreen) can show videos, images, and PDFs mid-conversation. When a lead asks for a demo, a case study, or a pricing overview, the agent surfaces the file automatically in a side panel — no manual triggering needed.

This guide walks through uploading a file, writing trigger conditions, and verifying it works in a live test.

For background on how media works, see https://docs.spara.com/platform/media.

1

Upload your file

Go to Media and click Upload File. Select the video, image, or PDF you want to add.

Supported formats: mp4, mov, png, jpg, gif, pdf.

2

Name the file

Give the file a clear, lead-facing name. This is what Spara displays to the lead when the file is shown.

Use something descriptive and professional:

  • "Product Overview" (not "v3_final_USE THIS.mp4")

  • "Enterprise Case Study — Acme Corp"

  • "Pricing and Packages"

3

Write your "When" conditions

The When field tells the AI when to show this file. Write a bulleted list of trigger conditions in plain language.

Example for a product demo video:

- Lead asks to see a product demo or walkthrough
- Lead asks "what does it look like" or "can you show me"
- Lead expresses interest in understanding how the platform works

Example for a pricing PDF:

- Lead asks about pricing, cost, or subscription plans
- Lead wants to compare tiers or understand what's included
- Lead is evaluating whether to move forward

Be specific. Broad conditions like "lead shows interest" will cause the file to appear too early or too often.

4

Set visibility to Visible

Toggle the file to Visible to make it active. Files set to Hidden won't be shown by any agent, even if the trigger conditions match.

5

Test in Navigator (or your preferred chat interface)

Go to Testing and open a chat test for your Navigator (or Smartbar, or Fullscreen) agent.

Start a conversation and steer it toward a trigger condition you defined. For example, if your condition is "lead asks for a product demo," send a message like:

"Can you show me how the product works?"

If the media panel opens on the left side of the chat, your configuration is working. If it doesn't appear, try rephrasing or broadening your "When" description, then test again.

Tips

  • One file per use case. A demo video, a pricing PDF, and a case study should each be separate files with focused "When" conditions.

  • Review real conversations. If leads are seeing a file at the wrong moment, check the "When" description and tighten it.

  • Hidden = archived, not deleted. If you stop using a file, set it to Hidden rather than deleting it. You can reactivate it later without re-uploading.

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