Send files and voice notes in a direct message

The conversation displays the sent attachment or voice note when sending succeeds.

Before you start

Open a conversation on a connected account with permission to reply. The network’s reply window must still be open.

Open the feature

Open Engage, select an account and open the conversation.

Steps

1. Keep the conversation reply tab selected rather than an internal note.
2. Use Attach Media to choose a supported file. Review the attachment before sending; remove it if you chose the wrong file.
3. For a voice note, use the microphone where offered, allow microphone access, record and stop. Listen to the recording or delete it before sending.
4. Send the reply and check that it appears in the conversation.

Expected result

Example

Send a product image in a supported conversation, then confirm that the image appears in the reply history.

Limits and permissions

Bluesky direct messages are text-only: neither media attachments nor voice recording is available. WhatsApp also offers Send current location.

• Attachment types and limits differ by network. The composer can allow only one attachment at a time.
• Instagram limits the text of a direct message to 1,000 bytes, where emoji and accented letters count as more than one. See Find and reply to a conversation.
• Voice recording is not available for WhatsApp, LINE, Discord or Bluesky. Use the microphone only in conversations where it is offered.
• Recording and file attachment controls can disable one another.

Troubleshooting

• Recording does not start: allow microphone access in the browser.
• Replying is disabled: check the network’s messaging window and account authorization.
• A file is rejected: use a type and size supported by that conversation.

Failure handling and current data

After an attachment is sent, an already-removed temporary file does not turn the confirmed send into a failed request. Other cleanup failures are recorded without asking you to send the message again.

Keep the inbox open

Document downloads open in a separate tab when the browser needs to display a remote file. A sent voice note that cannot load returns to its play/retry control instead of leaving a permanent spinner. Retrying asks for the media again; it does not send another message.

Save a contact in Social Champ CRM

If your account has the CRM pilot enabled and you have the required workspace and profile access, choose Save to CRM on a customer comment or message where offered. Then choose View contact to add notes, tasks or deals. This does not send a reply. See Manage contacts and follow-ups in CRM.