Organize Your Files with Assets

Understanding Your Asset Library

Assets is your team's shared file cabinet. Every file that enters Converge—uploaded here or shared in a conversation—lands in this library, sorted by type and tagged automatically.

Uploading Files

Upload straight from the Assets page, or let your conversations fill the library for you.

Direct upload

1. 1
   Open Assets

   Expand More at the bottom of the sidebar, then click Assets. The folder icon sits inside that group, which stays collapsed until you open it.

2. 2
   Click "Upload Files"

   Find the button in the top right corner. You can select multiple files at once.

3. 3
   Select your files

   Choose images, documents, PDFs, videos, or audio files from your computer. Supported formats include JPG, PNG, PDF, MP4, and more.

4. 4
   Watch them appear

   Files upload one after another, each with its own success toast. New files appear at the top of the library, encrypted on disk, tagged from their type and file extension.

Automatic from conversations

When you or a customer shares a file in a conversation, it is saved to the library and linked to that conversation. It gets the same type-based category as anything else: an image becomes an Attachment, a PDF becomes a Document.

Organizing with Tags & Categories

A library is only useful if you can find what you need. Files are categorized by type on arrival and tagged automatically; your own tags go on top of that.

Automatic categories

Adding custom tags

1. 1
   Click on any file to open the preview
2. 2
   Find the Tags section below the preview
3. 3
   Type a tag name and press Enter

   Tags are automatically lowercased. Use short, descriptive names like "catalog", "pricing", or "how-to".

4. 4
   Click the X on any tag to remove it

Browsing & Searching Assets

A few hundred files in, you need a way to narrow the grid. Assets gives you search, two filters, and two view modes.

Search by tag

The search box matches tags, not file names. Type a whole tag—pdf, image, or one of your own like catalog—and the grid narrows to files carrying it. To track down a file by its name, filter by category or tag first, then scan the results.

Filter by category

Use the dropdown next to the search bar to show only specific categories—Attachments, Documents, Avatars, or Assets. Select "All Files" to see everything.

Filter by tags

All your tags appear as clickable pills above the file list. Click a tag to show only files with that tag. Click it again or use "Clear filter" to reset.

Grid vs. List view

Toggle between views with the grid and list buttons to the right of the category dropdown. Assets opens in grid view every time; the toggle does not persist.

Managing Individual Assets

Click any file to open a detailed preview with options to copy, download, or delete. For images, videos, and audio, you'll see a full preview; for documents, you'll see file information.

Quick actions

Bulk selection

Need to manage multiple files? Use the checkboxes on each file to select them. A selection bar appears showing how many files are selected, with options to clear the selection.

Every company gets 10 GB of file storage. The Assets view shows what you have used and lets you clear out what you no longer need.

Storage overview

The bar under the page header shows space used against the 10 GB limit, with the percentage on the right. The line under the title counts total size and files, and that line is the only part agents see.

Category breakdown

Cards above the file grid show the size and file count of each category. They tell you where the space went—usually images and video piling up under Attachments.

Manual cleanup

Click the "Cleanup" button to open the cleanup dialog. Here you can:

• Set age threshold — Delete files older than X days (30, 60, 90). Setting it to 0 drops the age condition entirely and deletes every file that matches the tag filter
• Filter by tags — Comma-separated, and a file goes if it carries any one of them. Use real tags, not category names: the automatic ones are image, video, audio, pdf, document, spreadsheet, presentation, plus the file extension

After cleanup, you'll see a summary of how many files were deleted and how much space was freed.

Best Practices & Tips