WhatsApp AgentRun your Swiss SME from WhatsApp.
Sales, purchases, accounting, documents, and follow-ups — from the app you already open dozens of times a day. Same governed Numezis agent runtime as the portal.
See it in WhatsApp
Switch scenarios to explore what the governed agent can handle from your phone.
Live
I can help operate the company, for example:
- ›Sales: quotes, orders, invoices, credit notes, PDFs, sending.
- ›Purchases: suppliers, expense reports, bills, approvals, payments.
- ›Accounting: ledger, journals, VAT, close, reconciliation.
- ›CRM & documents: contacts, tasks, search, linked files.
One conversation reaches the same agent runtime that already operates inside Numezis.
Your business moves faster than your ERP
Mobile owners and operators need answers and actions in the moment — not after opening a laptop.
- Supplier photos and client messages get lost in personal chat threads
- Checking invoice status or cash position requires logging into another app
- Urgent validations wait until someone is back at a desk
- One governed conversation with live company context
- Capture documents, query data, and trigger supervised actions
- Keep permissions, approvals, and audit trail intact
Operate almost 100% of admin from WhatsApp
The channel is conversational. The runtime is the same governed Numezis agent.
Sales
Quotes, orders, invoices, credit notes, PDFs, and customer follow-ups.
Purchases
Supplier bills, expense reports, matching, approvals, and payment status.
Accounting
Ledger questions, VAT context, journals, close status, and reconciliation.
Documents
Send a photo, search files, and link documents to invoices or entries.
CRM
Contacts, tasks, pipeline updates, and activity summaries on the go.
Operations
Status checks, exception summaries, and next-best actions in plain language.
From link to action in minutes
Secure linking, then the same agent you already use inside Numezis.
Link
Connect WhatsApp
Verify your identity with a secure OTP flow. No tokens exposed in chat.
Scope
Pick company context
The agent resolves tenant, company, permissions, and modules server-side.
Ask
Talk naturally
Ask in plain language — invoices, purchases, documents, or approvals.
Act
Execute under rules
Reads, summaries, and supervised writes stay permission-scoped and auditable.
Fully integrated — not a side chatbot
WhatsApp is a transport layer. Business logic, scoping, and audit stay in Numezis.
- Same agent orchestrator as the in-app assistant and MCP tools
- Business Graph links invoices, documents, contacts, and tasks
- Module activation and permissions enforced on every action
- Activity history and trace IDs for every channel turn
Built for WhatsApp realities
Native channel UX with enterprise-grade governance behind the scenes.
- Attachments and document capture work natively in chat
- 24-hour session window handled with approved off-session templates
- Read receipts and structured replies for operational clarity
- Heavy bulk exports and multi-screen forms remain best in the portal — honestly
Where WhatsApp fits
Choose the surface that matches the moment — all share the same governed runtime.
| Dimension | Portal | MCP / ChatGPT | |
|---|---|---|---|
| Access | Desktop & full UI | Mobile-first, instant | Assistant-native |
| Speed | Deep workflows | Quick queries & actions | Power-user automations |
| Governance | Full | Full | Full |
| Depth | Best for complex forms | Best for daily operations | Best for co-pilot work |
Also available on TelegramFrequently asked questions
Security, scope, and what you can realistically do from WhatsApp.
Is WhatsApp secure enough for business data?
Linking uses verified identity flows. The agent only accesses data scoped to your permissions. Actions are audited like any portal operation.
Do I still need the Numezis portal?
For daily operations, WhatsApp covers most needs. Complex bulk work, large exports, and multi-step forms are still faster in the portal.
Does it work for Swiss VAT and CHF accounting?
Yes. Country, currency, and compliance context come from AccessMode — the same source as the rest of Numezis.
Can the agent post accounting entries from WhatsApp?
Supervised writes follow your permissions and approval rules. Sensitive actions can require explicit approval.
What happens after the 24-hour WhatsApp window?
Numezis uses approved templates for compliant off-session replies so you can resume the conversation securely.
Put your business in your pocket
Link WhatsApp, keep governance, and operate your Swiss SME from the app you already use.