SourCherry Help Centre
HomeSitesChat Widget

How to Use Voice Notes and Attachments in Live Chat Widgets


Live Chat Widgets now make it easier for website visitors to share context without typing long messages. Visitors can send files, images, PDFs, audio files, and voice notes directly from the widget, including attachment-only messages. Your team can review these messages in Conversations, and Conversation AI can respond to supported images and voice notes when enabled.


TABLE OF CONTENTS


What are Voice Notes and Attachments in Live Chat Widgets?


Voice notes and attachments let website visitors send more than plain text through SourCherry’s Live Chat Widget. Visitors can upload supported files, send audio attachments, or record voice notes directly inside the widget. These messages appear in Conversations, where agents can review, preview, play, download, or respond based on the file type.


Live Chat routes website messages directly into Conversations, keeping visitor messages, uploaded files, and voice notes in the same inbox your team already uses to manage live conversations.


Key Benefits of Voice Notes and Attachments in Live Chat Widgets



Supported Message Types, File Types, and Limits


Supported file rules help protect the visitor experience and prevent unsupported or oversized files from being sent through the widget. Use the formats below to make sure visitors can share files successfully and agents can open them in Conversations.


Supported visitor actions

Visitors can:

Supported image and document file types

JPG and PNG files can show inline previews, while HEIC and PDF files may appear as downloadable filenames instead of inline previews.


Supported audio behavior

Voice notes and audio attachments display as playable audio cards in the widget and Conversations. The inline player includes:

Conversation AI Audio Response supports voice notes and audio file inputs. Existing Conversation AI audio documentation lists supported uploaded audio formats such as OGG, MP3, MP4 audio-only, AAC, M4A, and MPEG.


File limits


Uploading Files and Voice Notes From the Visitor Side


The visitor-side upload flow is designed to be simple on desktop and mobile. Visitors can use the attachment icon to upload files, drag files into the widget on desktop, or use the microphone icon to record a voice note.

Uploading files from website

  1. Open the Live Chat Widget on the website. 
  2. Click the attachment icon or drag supported files into the chat composer.
  3. Select the file or files to attach.
  4. Wait for the upload progress indicator to complete.
  5. Send the message.

Visitors can send attachment-only messages, so a typed message is no longer required when sending supported files or audio.




Recording and sending a voice note

  1. Open the Live Chat Widget. Click or tap the microphone icon.
  2. Allow microphone access when the browser prompts for permission.
  3. Record the voice note.
  4. Preview the audio before sending.
  5. Send the voice note.

If microphone permission is denied, the widget shows an actionable toast message so visitors know how to fix the issue.



How To Setup Voice Notes and Attachments in Live Chat Widgets


Proper setup ensures visitors can send the right message types and your team can review them in Conversations. Since Live Chat must be installed and embedded on your website before messages can route into Conversations, start by confirming the widget is active, configured correctly, and available to visitors.


  1. Go to Sites → Chat Widget. Create or open a Live Chat Widget.


  2. Go to Chat Window → Additional Options.

    Confirm Allow sending voice notes is enabled if visitors should send voice notes.
    Confirm Allow sending attachments is enabled if visitors should upload files.


  3. Save the widget.


  4. Embed the widget on your website by copying the Chat Widget embed code and adding it to your site, or by enabling the widget through the website or funnel settings if the page is built in SourCherry.


  5. Open the website as a visitor and test the widget.

  6. Send a file, an attachment-only message, and a voice note.

  7. Confirm each message appears correctly in Conversations.


Reviewing Attachments and Voice Notes in Conversations


Conversations gives agents a centralized place to review visitor messages, files, and voice notes. Since Live Chat messages route into Conversations, agents can manage visitor context without switching tools.


Agents can review inbound files and voice notes from the conversation thread:


Using Conversation AI With Images and Voice Notes


Conversation AI can respond to richer visitor messages when image and voice note response settings are enabled for the AI Agent. Based on your workflow, you can allow the bot to respond to images, voice notes, or both. This helps the bot use visual or audio context from the visitor’s message instead of relying only on typed text.


To enable Conversation AI responses for images, voice notes, or both:

  1. Go to AI Agents → Conversation AI → Agent List.
  2. Click the three dots next to the bot you want to configure. Select Edit.



  3. Enable one or both options under Bot Settings → Also allow this bot to respond to:
    • Images
    • Voice Notes

  4. Save your changes.


When Images is enabled, Conversation AI can analyze supported customer-shared images and reply with context-aware messages. Supported image types currently include JPG, JPEG, and PNG. HEIC files may be uploaded as Live Chat attachments, but HEIC support for AI image response may be limited.

When Voice Notes is enabled, Conversation AI can process supported audio by transcribing the voice note, passing the transcript to the bot, and generating a context-aware reply. If Conversation AI voice note handling is enabled, the bot can process and reply to voice notes automatically. If it is disabled, the configured fallback messaging is shown.


Note: PDFs are not supported for Conversation AI image response.

Troubleshooting Voice Notes and Attachments


Troubleshooting upload and recording issues helps visitors complete the conversation without abandoning the chat. Most issues are caused by unsupported file types, large files, duplicate attachments, browser permissions, or slow network connections.


Frequently Asked Questions


Q: Can visitors send attachments without typing a message?
Yes. Visitors can send attachment-only messages from the Live Chat Widget.

Q: Can visitors record voice notes inside the Live Chat Widget?
Yes. When Allow sending voice notes is enabled, visitors can record, preview, and send voice notes directly from the widget.

Q: Can I turn off file uploads but keep voice notes enabled?
Yes. The attachment and voice note options are controlled separately, so you can enable or disable each one based on the experience you want visitors to have.


Q: Can visitors send PDFs?
Yes. PDFs are supported as Live Chat attachments, but they may appear as downloadable filenames instead of inline previews.


Q: Can Conversation AI read PDFs sent through Live Chat?
No. Conversation AI image response is for supported image formats. PDFs are not currently supported for AI image response.


Q: Can Conversation AI respond to voice notes?
Yes, when voice note response is enabled for the bot. SourCherry transcribes the audio and passes the transcript to the bot so it can respond.


Q: Will the bot reply with an audio message?
No. Conversation AI typically replies using standard channel messages, usually text, for compatibility.


Q: Why do HEIC files not preview inline?
HEIC files may be uploaded as Live Chat attachments, but they may not preview inline depending on browser support. Download the file and open it locally if preview is unavailable.