Ask in your own words.
Talk about a customer, a record or a deadline. Your request starts with a real situation and the information you have to hand.
You leave a meeting, a job site or a delivery. Hand over the next steps to Shappy on WhatsApp: prepare a quote, update a record, organize reminders. Work moves forward in your apps while you move forward in the field.
Every app you create comes with a built-in AI agent. Send a message to hand over the work.
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Notes to copy, quotes to prepare, records to update: small tasks end up taking all the space. Shappy helps you handle them while the context is fresh, without waiting to get back to the office.
A conversation is useful when it moves something forward. With SHAPP, prepared information and drafts stay in the record, where both you and your team can find them.
Find customers, opportunities and quotes in one place. A conversation in the field becomes a visible next action back at the office.
Every Monday, the same invoices to check. Every week, the same follow-up to prepare. Define an instruction, a frequency and the approvals needed: Shappy has a framework to help you keep up.

An instruction given once. A routine configured around your activity.
Illustrative scenario. No messages are sent.
You do not need to delegate everything at once. Start with a precise task, check the result, then expand what you hand over.
Talk about a customer, a record or a deadline. Your request starts with a real situation and the information you have to hand.
A quote remains a quote. An appointment stays in your schedule. Shappy’s work joins the tools your team already uses.
Review, adjust and confirm what matters. For sensitive tasks, the approvals agreed with you are part of the process.
Your business information matters. You choose who can access it, set limits for Shappy and keep a record of what changes.
For your team, your software and everything Shappy does.
Your customers, your figures, your records: you decide who can view or change them, based on each person’s responsibilities.
Shappy works with the permissions you grant. It follows the same rules as your team and can never access more than you can.
See what changed and who made the change, including when Shappy acts for you. Follow activity and review it with confidence.
No. You can use your apps directly. WhatsApp is an additional entry point for everyday requests once your account is connected. Choose what is most convenient for each situation.
It works within its delegated access. An agent should not gain permissions just because it is asked a question. Authorized apps, data and operations are defined for your business.
Yes, an approval process can be defined for operations that need it. Preparing a reminder and authorizing its delivery are separate steps. The examples show that way of working.
Choose a frequent task with an easy-to-review result: prepare a quote, find records to follow up or organize the next day. You can then clarify exceptions and routines.
Choose a first app and a task you would like to hand over to Shappy.