Sending images to Staffi
You can attach photos to your Staffi chat message and ask her to add a contact, create a company, or just extract information from the image.
How it works
Open Staffi (sidebar icon). Click the paperclip in the input bar, pick one or more images (up to 5 per message), and type what you want to do with them. For example: "add this person as a contact", "make a company with these details", "update the phone number of this contact". Hit send. Staffi reads the image and runs the matching action, asking you to confirm before anything is saved.
What works well
- •Business cards: name, job title, phone, email, company, website.
- •Invoices and quotes: company name, VAT, Chamber-of-commerce, IBAN, totals.
- •Screenshots of profiles (LinkedIn, websites): name, role, employer.
- •Photos of signs, buildings or vehicles with branding: company name and city.
Limits
- •Max 5 images per message, max 20 MB per image.
- •Supported: PNG, JPG, WebP, HEIC. PDFs via WhatsApp only (not yet in the chat UI).
- •Images are kept privately. Only you and your teammates with access to this Staffi conversation can see them.
- •Chats in the Staffi portal, including their images, are deleted automatically 48 hours after the last message.
Tips
- •Be explicit about what you want: "create NEW contact" vs "update existing contact". That stops Staffi from accidentally overwriting an existing person.
- •If a business card has both a person and a company, say "add both". Staffi will create the contact and link it to the company.
- •Blurry or poorly lit photos may miss fields. Hold the card flat, light it well, and keep the whole card in frame.
- •You can send a photo without any text. Staffi will describe what she sees and ask what you want to do.
On WhatsApp
The same works on WhatsApp. Send a photo with a caption describing what you want (e.g. "nieuwe klant toevoegen"). Staffi reads the image, asks for confirmation, and once you approve the data lands in your CRM.