/name in the chat, and Wingy follows it.
Before you start
- To send messages to clients, the business needs WhatsApp or SMS set up in WingUp.
- To book a meeting for a client, connect a calendar (for example Google Calendar).
What you see while Wingy answers
When you send a message in the app, Wingy starts to work at once. Under your message you see each step it takes (for example a search in your records, or a page it reads), and then the answer as it is written.- The answer does not depend on the screen. You can close the app, lock the phone or reload the page. Wingy goes on working, and the answer waits for you in the conversation.
- Stop. While Wingy works, the send button becomes a stop button. What was already done stays done. After a stop you can press Continue the answer.
- If something did not work. Your message is saved, and a Try again button appears. Wingy goes on from where it stopped, and does not do an action twice.
- What Wingy did. Above each answer there is a line such as “3 steps”. Press it to see the steps.
- Actions. An action that changes something (a message to a client, a meeting in the calendar, a task, a record) shows in the conversation as a card: what exactly was done, and whether it worked. The card stays in the conversation after the answer ends.
- Approval. An action that waits for your yes shows as a card with two buttons: Approve and No. After you choose, the card shows what happened. An approval not given in 30 minutes expires.
- Jobs in the background. While a job runs, one line above the conversation says how many jobs work. Press it to see them.
Dictation
Press the microphone in the message box and speak, in Hebrew or English. While it records, you see the sound waves and the time. Press ✓ to finish, and the words are written in the box. Read them, correct them if needed, and send. Press ✕ to cancel.- The recording is sent once to a speech model, which turns it into words. We do not keep the recording, and nothing is sent in the conversation before you press send.
- One recording is up to two minutes.
- Dictation uses the business’s AI credits.
- The browser asks for the microphone the first time. If you pressed “Block”, allow the microphone in the site settings of the browser.
- The chat page that a client gets by link has dictation too.
A follow-up after a meeting
1
Tell Wingy what happened
After a meeting or a call, send Wingy a voice note or a text: what you agreed, what you promised, what the
client promised, and if you want a next meeting. You can also send the recording of the meeting.
2
Wingy writes the summary
Wingy finds the client in your records, saves the summary on the client’s record, and makes tasks for what
you promised. Remarks that are only for you (for example “price sensitive”) stay on the record. They never
go to the client.
3
You approve the message
Wingy shows you the exact message it wants to send the client. Press the approve button under it in the app, or answer
“yes” on WhatsApp. You can also ask for a change in your own words.
4
Wingy talks to the client
Wingy sends the message and answers the client’s replies from your business details. If you asked for a
next meeting, it offers free times from your calendar and books one. If the client does not answer, it
sends a reminder.
5
You get the report
When something changes, Wingy tells you in one or two lines. At the end you get a short report. What is
still open becomes tasks.
If the client asks a question that only you can answer, Wingy asks you first, then passes your answer to the
client. The question comes to your WhatsApp with answer options: reply with the number of your answer. If
WhatsApp cannot deliver it, it comes by SMS, with a link to answer in the app under Tasks. If the client
asks to stop, Wingy stops and does not contact them again.
Following and stopping a job
- In the app, open Wingy and press Jobs. Each job shows its plan, what it waits for, and its report.
- A job that works also shows what it does now, step by step, with no need to reload the page. When it waits (for a time, for a client’s answer, or for your approval), it says what it waits for, and that line stands still until the wait ends. If the connection drops, the screen connects again by itself and goes on from the same point. The job itself goes on the whole time.
- The jobs that work now also show above the chat.
- To stop a job, press Stop on it, or tell Wingy to stop it. A stopped job also ends the conversations it started.
- A job ends after 3 days unless you asked for another time. A business can have 5 jobs at a time.
Skills
1
Make a skill
Tell Wingy “remember to do it like this”, or open Wingy → Skills → New skill. Write a name, when
to use it, and the steps in your own words.
2
Use it
Write
/name in the chat, with anything you want to add after it. For example: /month-end March.- A business skill is for everyone in the business. Only the owner writes one.
- A personal skill is only for you. Nobody else sees it, not even the owner.
- WingUp gives you a follow-up skill from the start. To change it, open it and press Make my own version.
- When you use the same skill often, Wingy offers once to make it a fixed flow that runs by itself.
What Wingy can see and do
- A job works with your permissions. It cannot do anything you cannot do in the app.
- Everything that leaves the business (a message, a call, a booking for a client, money) waits for your yes. If you say no, the job does not ask again for the same thing.
- A job reads and writes the records you can read and write: contacts, tasks, notes, meetings.
- The conversation with the client is saved on the client’s timeline.
- A skill is text only. It does not give Wingy more permissions.
- Your jobs and your personal skills are seen only by you.