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Shappy & WhatsApp

Less work after work.One message. Shappy takes it on.

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.

Your apps, a message awayYour instructions and permissionsYou make the decisions

One WhatsApp.Shappy handles it.

Every app you create comes with a built-in AI agent. Send a message to hand over the work.

Try a request

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ShappyYour AI agent
Today

Your working day should notend with another working day.

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.

From message to result

What you hand over shows up in your app.

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.

The next opportunity already has a record.

Find customers, opportunities and quotes in one place. A conversation in the field becomes a visible next action back at the office.

SHAPP / Sales & CRM
The work that comes around again

The right routine. Without another reminder.

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.

Every Monday, at 08:30

An instruction given once. A routine configured around your activity.

SHAPP / Payment tracking
Find due datesShappy checks invoices within its authorized scope.

Illustrative scenario. No messages are sent.

Another way to work

You focus on your trade. Shappy shares the follow-up.

You do not need to delegate everything at once. Start with a precise task, check the result, then expand what you hand over.

01

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.

“Prepare the quote for this morning’s visit.”
02

Find the result.

A quote remains a quote. An appointment stays in your schedule. Shappy’s work joins the tools your team already uses.

The same record, in the office and in the field.
03

Decide what comes next.

Review, adjust and confirm what matters. For sensitive tasks, the approvals agreed with you are part of the process.

Preparing does not mean sending without your approval.

Your business grows.You stay in control.

Your business information matters. You choose who can access it, set limits for Shappy and keep a record of what changes.

Your team
Your software
Shappy
Your rules, everywhere.

For your team, your software and everything Shappy does.

Controlled accessAI you controlActivity history

The right access for the right people.

Your customers, your figures, your records: you decide who can view or change them, based on each person’s responsibilities.

Delegate and stay in control.

Shappy works with the permissions you grant. It follows the same rules as your team and can never access more than you can.

A clear record of what happened.

See what changed and who made the change, including when Shappy acts for you. Follow activity and review it with confidence.

Before you hand things over.

Do I need WhatsApp to use SHAPP?

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.

Does Shappy know every company record?

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.

Can I check before a message is sent?

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.

Which task should I start with?

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.

Your next message couldmove your day forward.

Choose a first app and a task you would like to hand over to Shappy.