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Send Catalogues and Files on WhatsApp: A Shared Library

Instead of every agent hunting for the brochure on their phone: one company files library the team sends from in one click, and the chatbot uses too.

Quick summary
  • The catalogue, company profile and service list are the files customers ask for most on WhatsApp, and everyone should send the same up-to-date copy.
  • The Klamna files library: upload once, and the team sends from the inbox with the 📁 button.
  • Chatbot steps can send a library file too, such as "send me the catalogue".
  • Storage is 1 GB per company, so keep files tidy and light.

"Can you send the catalogue?" "Do you have a company profile?" "The menu, please." Every agent has a different copy on their phone, some outdated. Here is how to organise sending catalogues and files on WhatsApp with the files library in the omnichannel inbox.

Files customers ask for

  • Catalogues and brochures
  • Company profiles
  • Menus
  • Service lists
  • Contract and application templates
  • Photos and videos of projects or products
  • Maps and instructions

One library for the company

Upload files once with clear names. Agents click 📁 in the conversation, pick the file and send it. Everyone sends the same version; replace the file and the new one is sent from then on. The same file works on WhatsApp and the other inbox channels.

The chatbot sends it too

Add a step to the chatbot that sends a library file: the customer picks "catalogue" from the welcome menu and receives it in a second, even at night, then can ask for a sales agent.

Tips

  1. Clear names, one version per file.
  2. Compress images inside PDFs so they open fast on phones.
  3. PDFs, images and videos are sent within WhatsApp's size and type limits; share long videos as links.
  4. Review the library quarterly; storage is 1 GB per company.
  5. Never put customer data in a shared library.

Why not send from a phone?

On the official WhatsApp API the chat is on the company number, and every file sent stays in the conversation and the customer's record, even if the agent changes or leaves. After the brochure, send the quote from the quotation software.

Frequently asked questions

How do I make sure every customer gets the same catalogue?

Upload it to the files library; agents send it from the inbox with the 📁 button, so everyone gets the current version.

Can the chatbot send a PDF?

Yes, chatbot steps can send any file from the library.

How much storage is there?

The files library has 1 GB per company.

Want your team and chatbot sending one up-to-date set of files? Talk to us and our well-equipped team will show you the platform on your own workflow, or sign up now, build your own package and see the price before you pay.