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Media and documents in chat: the agent sends, receives and understands

The agent sends before/after photos, catalogs, videos and PDFs at the right moment. And when a customer sends something, it understands it: hears what is said in a voice note or a video, recognizes what is in a photo and reads any document, from a PDF to a spreadsheet.

What the agent sends and what it understands

Images in chat

Before/after photos, product catalogs, property shots - right in the chat, the moment the customer is interested.

Video

A product in action, a property tour or an explainer video - sent automatically in the conversation.

Documents & PDFs

Quotes, catalogs, forms and spec comparisons - as a file, with no external links.

Understands incoming voice notes

Many customers record instead of typing. The agent understands and processes voice notes and continues the flow.

Recognizes what is in a photo

A screenshot of an error, a broken product, a shelf in a store or a photo of a document - the agent understands what it shows and answers on the merits.

Understands a customer video

Hears what the customer says in the clip and understands what is happening in it, without anyone on the team having to watch it first.

Reads any document

A PDF, an Excel sheet, a Word file, a competitor's quote or a scan - the agent reads the file and answers from what it says.

Predefined media library

You define which files exist; the agent retrieves and sends the right one based on the conversation.

Full capability on WhatsApp

On WhatsApp the agent both sends and understands everything: voice notes, photos, video and documents. The other channels are gaining these capabilities step by step.

How it works

  1. 1

    Upload your media (images, video, documents) to the agent's library.

  2. 2

    Define when to send what - by question or conversation stage.

  3. 3

    The agent retrieves and sends the right file at the right moment.

  4. 4

    Whatever the customer sends - a voice note, a photo, a video or a document - the agent understands, answers on the merits and saves to the customer record in the CRM.

How much media is included?

File sending is available from Standard: up to 100 files on Standard and up to 500 on Business. On WhatsApp, available from Standard, the agent also understands the voice notes, photos, videos and documents a customer sends. WhaleBiz CRM is included in every plan.

See pricing

Related skills & channels

Frequently asked questions

Want an agent that shows, and understands what it is sent?

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