Organize Your Files with Assets

Understanding Your Asset Library

Think of Assets as your team's shared file cabinet—but smarter. Every file uploaded to Converge (whether through conversations or directly) lands here, automatically organized and searchable.

Uploading Files

Getting files into your asset library is straightforward. You can upload directly from the Assets page, or files will automatically appear when shared in conversations.

Direct upload

1. 1
   Open Assets

   Click the folder icon in the sidebar to open the Assets view.

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 in the background. You'll see a success notification, and the file appears in your library with auto-generated tags.

Automatic from conversations

When you or a customer shares a file in a conversation, it's automatically saved to your asset library. No extra steps needed—the file is categorized as an "Attachment" and linked to that conversation.

Organizing with Tags & Categories

A library is only useful if you can find what you need. Converge automatically categorizes files, and you can add custom tags to create your own organization system.

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

With potentially hundreds of files in your library, you need efficient ways to find what you're looking for. Assets offers search, filters, and two view modes.

Search by name or tags

The search bar at the top searches both file names and tags. Type "invoice" to find files named "invoice.pdf" or any file tagged with "invoice".

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 using the grid/list buttons in the top right corner. Your preference persists across sessions.

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.

Your account has a storage limit. The Assets view helps you monitor usage and clean up old files when needed.

Storage overview

At the top of the Assets page, you'll see your current storage usage—total space used, number of files, and how close you are to your limit. A progress bar shows your usage percentage.

Category breakdown

Below the storage bar, cards show how much space each category uses. This helps identify where most of your storage is going—maybe conversation attachments are piling up, or you have many large documents.

Manual cleanup

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

• Set age threshold — Delete files older than X days (e.g., 30, 60, 90 days)
• Filter by tags — Only delete files with specific tags (e.g., only "attachment" files)

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

Best Practices & Tips