Files & Media Management
File attachments tied to records and fields, image galleries, org-scoped storage with signed URLs, and knowledge base ingestion for AI assistants.
Files related to CRM records end up scattered across Google Drive, email attachments, and local folders with no connection to the record.
Kantos stores files directly on records with signed URLs, image gallery components, and a knowledge base system for AI-powered search.
Key Capabilities
Everything files & media management offers out of the box.
- Record Attachments
Upload files (10MB) tied to specific records and fields — images, PDFs, and Office documents.
- Image Galleries
Image gallery field type with thumbnail display and lightbox viewing on record detail pages.
- Signed URLs
Secure file storage with time-limited signed URLs for access control.
- Knowledge Bases
Multi-format ingestion (PDF, DOCX, MD, CSV, TXT) for AI assistant source-aware responses.
Use Cases
How teams use files & media management
Document Management
Attach contracts, proposals, and invoices directly to deal records for easy reference.
Visual Assets
Use image galleries on product records to manage photos, screenshots, and marketing assets.
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Related Features
AI-Native CRM
AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.
Smart Intake & Lead Capture
One script captures forms from WordPress, Wix, Squarespace, Webflow, Shopify, or any HTML site. AI-powered classification routes submissions automatically.
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