Embedded Service Chat SDK for iOS Developer Guide

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Embedded Service Chat SDK for iOS Developer Guide
Release Notes
Service Cloud Setup
SDK Setup
iOS Tutorials & Examples
Chat
Overview
Quick Setup
Use Einstein Bots with Chat
Handle Custom URLs in Chat
Notifications for Chat Activity
Configure a Chat Session
Listen for State Changes and Events
Show Pre-Chat Fields to User
Create or Update Salesforce Records from a Chat Session
Check Agent Availability
Transfer File to Agent
Block Sensitive Data in a Chat Session
Build Your Own UI with the Chat Core API
SDK Customizations
Troubleshooting
Data Protection and Security
Reference Documentation
Additional Resources
PDF

Transfer File to Agent

Give users the ability to transfer files during a chat so they can share information about their issues.

The legacy chat product is scheduled for retirement on February 14, 2026, and is in maintenance mode until then. During this phase, you can continue to use chat, but we no longer recommend that you implement new chat channels. To avoid service interruptions to your customers, migrate to Messaging for In-App and Web before that date. Messaging offers many of the chat features that you love plus asynchronous conversations that can be picked back up at any time. Learn about chat retirement in Help.

Important

The agent can request that the user transfer a file by clicking the Attach File button from the Service Cloud Console.

Attach file in Service Cloud

The user sees a FILE TRANSFER REQUESTED message in the app and can then send a file using the paperclip button.

Attach file from app

No coding is necessary in your app to make this behavior work.

See Transfer Files During a Chat in Salesforce Help for details about setting up this functionality in the Service Cloud Console.

If your app crashes when a user attempts to perform a file transfer, check that you've enabled the device privacy permissions for the camera and the photo library. An app will crash if these permissions are not set in Xcode. See Install the Service Chat SDK for iOS.

Note