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The Image Gallery shows every file patients send during WhatsApp conversations. This includes payment screenshots, prescriptions, reports, voice notes, and videos. Use it to check what patients have shared, find out who sent a file, and clear out files you no longer need. Use the Image Gallery to:
  • Check payment screenshots against bookings
  • Find the lead who sent a specific file
  • Review voice notes and documents the bot could not act on
  • Remove unwanted or irrelevant files
1

Go to Ontology

From the side menu, go to Home > Ontology.
2

Open the Media tab

Click the Media icon in the top toolbar.Selecting Media Tab
3

Select User Documents

Click the User Documents tab.
The gallery has three tabs: User Documents, UnCategorized Images, and Anonymous Documents. This page covers User Documents.

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Filter by Date

  1. Set the start date and end date at the top of the page.
  2. Click the arrow next to the dates to load the files for that range.
Date Selector Files are shown as tiles, newest first. Each tile shows a preview of the file and the date it was received. To move through the gallery:
  • Use the dropdown next to the tabs to set how many files show per page. The default is 30.
  • Click the page numbers or the arrows to move between pages.

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See Which Lead Sent a File

1

Click the profile icon

On the file’s tile, click the profile icon at the bottom.Select Profile Icon
2

Review the lead

The leads page opens, filtered to the sender’s phone number. Check the lead’s name, source and activity, interactions, created date, stage, and phase.Lead Details
The profile icon only appears on files that are linked to a lead.

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Archive a File

1

Open the file menu

Click the three dot menu at the top left of the tile.Three Dots
2

Archive the file

Click Archive. The file is removed from the gallery.Archive Button
Check the file and its sender before you archive it. Once archived, the file no longer shows in the gallery.

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View a File in Full Screen

Click the expand icon at the bottom right of a tile to open the file in a larger view.

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Tips

  • Narrow the date range when you are looking for a specific file.
  • Use the full screen view to read small text on payment screenshots.
  • Click the profile icon to check the sender before you archive a file.