Document assistant
Checks information for sold goods and delivered services. Sends customers receipts and invoices from your accounting system.
What it does
01Goods first, services too
Check order details and customer information against the connected accounting system.
02Receipts and invoices
Send the correct document from your system for purchased goods or performed services. Your accounting rules remain authoritative.
03Delivery status
Distinguish document preparation, sending and delivery. Escalate missing information to your team.
Website · Instagram · Facebook · WhatsApp
Meet customers where they already write: your website, Instagram Direct, Facebook Messenger and WhatsApp. Connect the business accounts and agree on handover rules. Each channel is activated and tested separately; a website chat does not automatically connect social accounts.