Every team has their own way of working. Whether it’s a customer success team looking for onboarding steps, a salesperson hunting for a pitch deck, or operations needing the latest delivery SOP — finding the right document shouldn’t take five tabs, three Slack messages, and a memory test.
But that’s often how it goes.
Information is spread across platforms, buried in emails, or lost in WhatsApp chats. Even when the file is available, no one remembers where it’s saved or what it’s called.
Now, there’s a better way: using AI assistants inside WhatsApp to bring the right document to the right person at the right time — instantly.
Let’s be honest — we’ve all been there.
Even in well-organised teams, people waste time hunting for documents that should be easily accessible. It’s not about storing more files — it’s about surfacing the right ones faster.
Instead of going through folders, just ask your assistant:
“Send me the customer onboarding checklist”
“What’s the latest Q2 sales pitch?”
“Where’s the refund policy SOP?”
And it responds — instantly — with the exact document or content snippet you need. All inside WhatsApp. No logging in, no digging, no distractions.
A mid-sized company with a remote sales team across three regions struggled with keeping everyone aligned. Documents were updated frequently, but reps still used outdated versions or couldn’t find the right pitch for a client type.
By uploading all scripts, templates, and product guides to their Unify assistant, they made it searchable in real time.
Sales reps just typed a request in WhatsApp and got what they needed immediately — no matter the time zone. Accuracy improved, onboarding sped up, and time was saved.
Every team has their go-to files:
Instead of saying “check the drive,” just ask the assistant.
It learns how your team speaks. Whether someone types “sales deck,” “latest slides,” or “pitch presentation” — it understands what they’re after.
1. Reduces interruptions
People don’t have to ask their manager or team lead for files. They just ask the assistant.
2. Avoids outdated info
The assistant always sends the latest version. No more version mix-ups or old documents floating around.
3. Boosts self-sufficiency
Team members feel more confident when they can find what they need themselves — even new joiners.
4. Frees up senior staff
Leads stop answering the same file-related questions, giving them more time for high-value work.
In fast-paced teams, speed matters — and nothing slows you down like a missing file. An AI assistant that knows your company’s knowledge and delivers it instantly in WhatsApp is more than a convenience — it’s a competitive edge.
Stop searching. Start asking.
With Unify, your team’s knowledge becomes instantly accessible, right where they already work: WhatsApp.
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