Quotations, invoices, brochures, application forms, contracts. Your team finds the right file and sends it mid-conversation — without leaving ChatWorks.
The Document Manager gives your business a faster, more structured way to manage and share important files directly within your WhatsApp Business operations.
Administrators upload, organise and manage everything from one platform — company documents, customer resources, sales material, operational files and frequently shared content.
Agents send documents straight to leads and customers during live WhatsApp conversations. Everything sits inside one unified platform.
When customers reach out on WhatsApp they expect fast, accurate responses. Every second spent hunting for a price list chips away at trust.
Managing business documents efficiently is critical in a digital-first environment. Without a central system, teams waste time searching for the right file, send outdated versions, or switch between platforms just to share a single document.
The ChatWorks Document Manager solves this by bringing storage and sharing directly into your WhatsApp Business workflow — so every agent has the right information at exactly the right moment.
Administrators have full control over what gets uploaded, who can access it, and how long it stays active. Every document carries a status and an expiry date, so your team never accidentally shares outdated pricing, an expired promotion or superseded contract terms.
Agents get a clean, searchable library inside ChatWorks. No cloud storage apps, no email archaeology, no shared drives — just the platform they already use to manage customer conversations.
Whether you have five agents or five hundred, the Document Manager scales with you and keeps everyone working from a single source of truth.
Product brochures, pricing guides and proposals shared live with prospects — shortening the cycle and keeping deals moving.
How-to guides, troubleshooting documents and FAQ sheets that resolve queries faster and cut repeat contacts.
Contracts, company policies and onboarding packs distributed securely through the platform.
Centralised status management means only approved, current documents are ever in circulation.
Integrating document management directly into ChatWorks removes the need for third-party file sharing tools and reduces email dependency. Less time on administrative tasks means more time on meaningful customer engagement — which drives revenue and builds long-term loyalty.
It isn't just storage. It's a productivity tool that empowers your team, protects your brand, and makes sure every customer conversation is backed by accurate, up-to-date information.
We'll set up your library, load your first documents and train your agents as part of onboarding.