Part of Managely
The decision is recorded on the document itself.
Your team talks inside the system, not in another app. And any message can attach to the record on screen — the invoice, the customer, the payment — so the decision stays with the document, not in a side chat.
Not a separate app. Not another login. A panel over the work you are already doing.
Accounts / Sales Invoice
ACC-SINV-2026-0417 Overdue
Grand Total
EGP 84,300Outstanding EGP 84,300
EGP 84,300Outstanding EGP 84,300
MOAccounts3 online
Did the Nile Foods invoice get paid?
Sales InvoiceACC-SINV-2026-0417 · Nile Foods
Open record
Not yet — chasing today.
Approvals inside the conversation
Approvals stop getting lost in email.
The document is not described in a message — it is summoned into the conversation, and the decision is written onto it.
1 · Call the record
2 · Two screens
Type the document number #QTN-2026-00214
→ a live card drops into the thread — not a screenshot, not an attachment
The same card. Not the same thing seen.
MMahmoudSales Manager
Can we approve this today?
Quotation QTN-2026-00214
CustomerAl-Sharq Restaurants
ItemOrange juice ×200
TotalEGP 142,500
Margin18%
ApproveReject
TTarekStorekeeper
Can we approve this today?
Quotation QTN-2026-00214
CustomerAl-Sharq Restaurants
ItemOrange juice ×200
Total not in your permissions
Margin not in your permissions
Approving is not your role
Mahmoud pressed approve in the conversation — and the decision was written onto the document
QTN-2026-00214 · 09:41
A visitor writing from your website lands in the same inbox — answered inside your system, with no second support tool.
Without automation
- The final approval lives in an email or a group outside your system
- The document travels as a screenshot or an attachment — a copy that goes stale
- To show one person a number, you show it to everyone in the group
- A month later nobody knows who approved it, or when
- Website visitors sit in a third support tool, away from the customer record
With Managely
- The approval happens in the chat; the decision lands on the document
- The record is summoned live — it updates itself with the system
- Each person sees what their permissions allow, in the same message
- Who and when are written on the document, not in a chat
- Website visitors in the same inbox, next to the customer record
One inbox
One window. One person answering.
The colleague you message and the visitor on your website reach the same team, in the same panel, without switching apps.
The team, talking to each other
Direct messages and groups, live, next to the records they are about.
- Groups with members and standing that stays inside the group
- Records shared straight into the thread as live cards
- Polls that turn a question into a decision
Shared inbox
same window
The website, talking to the team
A widget and a chatbot on your site, answered by the same people from the same panel.
- A bot that greets, collects details, and hands over with context
- Live visitors — who is on the site, where, right now
- One agent owns each conversation — no triple answers
Argument one
Internal email, retired.
Between your own team, the question, the document and the decision all move faster here. Email stays for everyone outside the company.
The email
“Did you see this invoice?” — a screenshot, or a number typed by hand.
The chat
The invoice itself, in the thread, as a live card with the outstanding balance on it.
The email
“What do we think about this?” — replies stacking up, no one sure what was decided.
The chat
A poll in the thread. One vote each, a reason beside every vote, a result anyone can read.
The email
“Can you send me the customer’s number?” — pasted into a sentence, wrong country code.
The chat
A field the customer fills in, validated, with the right country code, straight onto the record.
The email
“Following up on my last email.” — sent into silence, no way to know it was read.
The chat
You can see the person is online. They answer.
Argument two · Approvals
Two minutes, not two days.
Not because anyone said no — because nobody saw it.
Without
The document waits in the system, and the manager does not know it exists.
With Managely
The approval card lands in the conversation. Not a message — a decision.
Written to the document
It runs the real workflow, with the approver's own permissions and no more.
One answer, never two
We store no parallel approval state, so every card everywhere agrees at once.
Changed underneath you?
The card carries the timestamp it was drawn from, so a stale version cannot be approved.
Works on documents that have a Workflow, and is enabled from chat settings.
Argument three
A WhatsApp group isn't a record.
Most businesses run internal coordination on a WhatsApp group. It works right up until it matters. Managely Chat is the opposite — by design, not by policy.
A WhatsApp group
- Anyone can delete anythingA message deleted for everyone leaves nothing behind — no way to prove the price or the instruction was ever there.
- The company does not own itIt lives on personal phones. An employee leaves, and the history leaves with them.
- Nothing connects to the systemNumbers are retyped, screenshots are sent, and the invoice in the group is a picture of an invoice.
- No one is responsibleTwenty people see it, nobody owns it, and the customer who was waiting is still waiting.
- Searching it is hopelessThe answer is in there somewhere, three months up.
Managely Chat
- Team conversations are never auto-deletedDeleting a message is restricted to a System Manager. A supervisor, or even a manager, cannot make a message disappear.
- The company owns every conversationOn the company’s own server, next to the company’s data. It does not walk out the door with anyone.
- Nothing is written from outside the appEvery write goes through one guarded path — nobody can post under a colleague’s name or edit history through the API.
- Every conversation has an ownerA visitor chat is claimed, and once it is claimed, one person answers it.
- Search that reaches the recordVisitor history has a retention setting, 30 days by default and configurable; the team’s own history stays.
This is accountability, not surveillance. The point is not watching employees — it is that the business has a memory.
Share the work
Share the work, not a screenshot.
Any record drops into a conversation as a live card. The search understands how people think — no “choose a document type” dropdown with seven hundred entries.
Customer
Nile Foods LLCCustomer · Cairo
Their documents, newest first
Sales Invoice ACC-SINV-2026-041718 Jul · OverdueEGP 84,300
Payment Entry ACC-PAY-2026-03882 Jul · SubmittedEGP 40,000
Sales Order SAL-ORD-2026-012128 Jun · To DeliverEGP 84,300
Sales InvoiceACC-SINV-2026-0417 · Nile Foods LLC
Open record
The card is built per reader. An agent without permission never receives the figures — they are not sent to their browser, not hidden with CSS.
Decide things
Turn opinions into a number.
Ask a yes/no question in the thread. One vote each, changeable, with an optional reason. Open it to see who voted and why. Closing it keeps the result.
Move the Nile Foods deadline to Thursday?
Asked by Mona · 6 of 7 voted
Yes, extend it71%
“They confirmed the transfer for Wednesday night.” — Karim
No, hold the date29%
2 answers · one vote eachClosed · result kept
The website side
The website reaches the same team.
One snippet on any site, not only a Managely one. A bot gathers what the team needs; a person takes over with it as data, not a transcript.
Live visitors4 on the site now
EG
Visitor · Pricing pagecame from Google · Arabic
SA
Visitor · Product tourdirect · English
AE
Visitor · Homecame from LinkedIn · English
EG
Returning visitor · Contactcame from Google · Arabic
M
Managely ChatWe are available now
Hello. I can get you to the right person. What is your phone number?
+2010 1234 5678
Here it is.
Thanks. Connecting you to Karim from the accounts team.
Write a message
Smart prompts
Lines above the widget by rule, not at random: on delay, scroll, exit intent, specific pages, new or returning visitors.
A bot that collects, then hands over
It greets, gathers name, phone with the right country code, and email, then hands over with the context.
One owner per conversation
A visitor chat is claimed, and then only that agent replies. Handover carries the history.
Built like infrastructure
For whoever asks: is this safe?
It is self-hosted on your own server, next to your own data. The guarantees below are things the system does, not adjectives — each one is checkable.
Delete is restricted to a System Manager
A normal employee, a supervisor, even a manager cannot make a team message disappear.
One guarded write path
Every message goes through one guarded path — nobody can post under a colleague’s name or edit history through the API.
Attachments checked by their bytes
Read from the bytes, not the name: a fake PDF, an SVG, or a PDF carrying code is refused.
Files stored privately
Attachments are stored privately, shown behind a permission, with no download link. Oversized images are refused before anything opens them.
Retention that fits
Visitor history has a retention setting — 30 days by default, configurable. The team’s own history is kept.
Abuse control for open traffic
Per-IP floors, message-length caps, repeat-message blocking and allowed-domain lists — with the real client IP read correctly from behind Cloudflare.
Nothing else is this
Other chats sit beside your work.
Slack, Teams, Intercom and Crisp sit beside the system and talk to it through integrations. Managely Chat is the system — one search from the customer’s invoice.
One platform