All Features
Organized Attachments

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.

The Problem

Files related to CRM records end up scattered across Google Drive, email attachments, and local folders with no connection to the record.

The Solution

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.

  • Email Image Library

    Images uploaded for emails get permanent public URLs. Agents can upload a logo over the API or MCP and swap it into every template and saved block in one call.

  • Signed URLs

    Record attachments are served through 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

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