Product updateDocsCollaboration
Introducing collaborative sheets and docs inside your ZenTalk workspace
The ZenTalk teamAugust 27, 20265 min read
Your team already lives in spreadsheets and documents. The problem is they live somewhere else, in a second account, away from the conversations and the customer records they are actually about. So we built collaborative sheets and docs right into the ZenTalk workspace. Here is what shipped and why it belongs next to the chat, not in another tab.
Why put docs inside a support and sales workspace
Think about how often a spreadsheet or a write up is really about a customer. The budget you are quoting. The scope you are drafting. The onboarding checklist for the account that just signed. When those files sit in a separate app, someone has to carry the context back and forth, and the file drifts out of sync with what the customer actually asked for. Keeping the sheet and the doc in the same workspace as the conversation closes that gap.
What shipped
- Real time co editing. Several teammates in the same sheet or doc at once, with live cursors and presence, so there is no more who has the file open.
- An AI that reads and edits. Ask the assistant to total a column, clean a header, draft a section, or summarise, with exactly your own access, and every AI edit is reversible.
- Export with an audit trail. One click to PDF, Word, or Excel, and every export is logged with who, when, and a tamper evident hash, so it stays provable long after the file leaves.
- Folders and instant search. Group files into shared folders and find anything by title in a keystroke.
- Reusable templates. Start from a brief or an SOP, or save any document as a workspace template your team can reuse.
- Comments and mentions. Discuss in context, resolve threads, and mention a teammate to pull them in.
How teams are using it
Sales teams draft a scope of work next to the very chat that produced it, then share it without changing tools. Support teams keep living SOPs that anyone can improve in the moment. Operations teams run a shared tracker that the whole workspace can see, instead of emailing a spreadsheet around until nobody knows which copy is current. See the sheets and docs page for the full picture.
If you only remember one thing
Spreadsheets and documents are better when they live where the work already happens. ZenTalk now keeps them next to the conversation, the customer record, and the deal, with real time co editing, an AI that can do the work, and export you can prove. It is available now, with a one week free trial when you ask.
Common questions
What are collaborative sheets and docs in ZenTalk?
They are spreadsheets and documents built into the ZenTalk workspace with real time co editing, an AI that can read and edit them with your own access, one click export to PDF, Word, or Excel with an audit trail, folders and search, reusable templates, and comments with mentions.
Why put documents inside a support and sales tool?
Because most of those files are really about a customer, a quote, an onboarding checklist. Keeping the sheet and the doc in the same workspace as the conversation and the customer record means nobody has to carry context back and forth and the file does not drift out of sync.
Can the AI edit my spreadsheets and documents?
Yes. You can ask the assistant to total a column, clean a header, draft a section, or summarise, and it works with exactly your own access. Every AI edit is reversible, and every export is logged with who, when, and a tamper evident hash.
Ready to try it?
See the AI agent work on your own site.
Start your one week free trial, and we will walk your workspace through setup personally.
One week free. Cancel anytime. No long-term contract.