Contact At Once! Blog

How to Easily Share Documents During Chats

When a shopper engages you via chat, you know they want quick answers. But that doesn’t mean they’re not interested in more in-depth resources.

Let’s say a shopper is trying to decide between two models, and asks you a question. Or maybe they have a question about what sort of paperwork they’ll have to fill out at the dealership if they decide to buy. After answering, you could share a few additional resources (they might help the shopper narrow his decision, and you’ll look like the helpful, consultative rep they need). From brochures to pictures and paperwork, you can easily drag and drop them right into the chat conversation!

How to Use Drag-and-Drop Document Sharing

  1. First of all, make sure you’re using version 5.1 (or above) of the Contact At Once! desktop app.
  2. While chatting with a consumer, simply drag the file you want to share into the text box (where you’d normally type a message on the desktop app). This works for .gif, .png, .jpg, .doc, .docx, .ppt, .pptx, .pdf and .xls file types.
  3. You’ll see a progress window as the file uploads. Once complete, you’ll be notified that the consumer received the document.
  4. The consumer will receive a message with a clickable link for them to open the document. (They can view, save and print.)

It really is as simple as it sounds: drag and drop!

If you have any trouble using our drag-and-drop technology, you can go the techie route and double-check that the following IP addresses are whitelisted for outbound connections to TCP ports 21 and 5000-6000:


Or…just click to chat with us below (and choose “Support”). They’re here to help, and can guide you through almost any question!

Written by: Angela Wijesinghe on August 10 2017