Storage

This guide walks through configuring Amazon S3 storage for your instance, which turns on file uploads (images and documents) in conversations.

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Prerequisites

• An AWS account
• An S3 bucket, or permission to create one
• IAM permissions to create users and policies

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Step 1: Create an S3 bucket

1. Open the Amazon S3 console
2. Click Create bucket
3. Configure the bucket:

   Setting	Recommended value
   Bucket name	A unique name (for example yourcompany-compiler-files)
   AWS Region	The region closest to your instance
   Block all public access	Enabled (keep the default)
   Bucket Versioning	Disabled (optional)
   Default encryption	SSE-S3 (default)

4. Click Create bucket

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Step 2: Create an IAM policy

1. Go to the IAM console > Policies > Create policy
2. Select the JSON tab and paste:
   {
     "Version": "2012-10-17",
     "Statement": [
       {
         "Sid": "CompilerStorageAccess",
         "Effect": "Allow",
         "Action": [
           "s3:PutObject",
           "s3:GetObject"
         ],
         "Resource": "arn:aws:s3:::YOUR_BUCKET_NAME/*"
       }
     ]
   }
   
   Replace YOUR_BUCKET_NAME with your bucket name.
3. Click Next
4. Name the policy (for example CompilerStorageAccess)
5. Click Create policy

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Step 3: Create an IAM user

1. Go to IAM > Users > Create user
2. Enter a username (for example compiler-storage)
3. Click Next
4. Select Attach policies directly
5. Search for and select your policy (CompilerStorageAccess)
6. Click Next > Create user

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Step 4: Create access keys

1. Click the user you just created
2. Go to the Security credentials tab
3. Under Access keys, click Create access key
4. Select Application running outside AWS
5. Click Next > Create access key
6. Save these credentials securely:
   • Access key ID: AKIA...
   • Secret access key: wJalrXUtnFEMI...

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Step 5: Configure Compiler

1. Log in to your instance as an admin
2. Go to Settings > Storage (or /settings/storage)
3. Enter your configuration:

   Field	Value
   Bucket Name	Your S3 bucket name (for example yourcompany-compiler-files)
   Region	The AWS region of your bucket (for example us-east-1)
   Access Key ID	Your IAM user access key
   Secret Access Key	Your IAM user secret key

4. Click Save Configuration

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Verify

1. Open any conversation
2. Upload a file (an image or document) with the file attachment button
3. Confirm the file appears in the conversation

If the upload succeeds, storage is configured correctly.

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Remove the configuration

1. Go to Settings > Storage
2. Click Remove
3. Confirm the removal when prompted

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Troubleshooting