Click through and see how it works
Pick a role above the phone, then a scenario from the list. Every decision made in the chat changes the “System” panel next to it — Telegram is only the interface, the data lives in the system.
Demo: sample data, not connected to a real system. Nordis Sp. z o.o. is a fictional company.
🌅 Morning report · Nordis
Sales yesterday: PLN 186,400 net · 14 invoices
Month: 65% of plan with 52% of working days gone
Open orders: 37 · at risk of delay: 3
Overdue receivables: PLN 212,300 · over 30 days: PLN 84,900 (4 clients)
Waiting for your decision: 2
Team: 12 open tasks · 2 overdue
Owner of Nordis — reports, approvals, numbers
Scenarios to show
Ready-made buttons — no typing. The state is shared by all roles.
Morning report at 7:00
Arrives on its own: yesterday’s sales, open orders, deadline risks, overdue receivables, team tasks.
Command menu
The “Menu” button next to the message field. Each role has its own list — a command you cannot see does not exist.
Alert: discount above the limit
A sales rep asks for 18%. Approve or reject with a comment — the rep gets the decision, the counter in the system drops.
Alert: offer ready to send
An offer above the amount limit goes to the client only after your tap.
Question: sales vs plan
“How are sales this month vs plan?” — numbers per sales rep, without opening a report.
Question: who hasn’t paid
“Who is more than 30 days overdue?” — the list and reminders with one button.
Weekly report for the board
A summary in the chat and a PDF to download (simulated in the demo).
Meeting note
The note goes to the client record and the bot asks who should get the task.
Day summary at 17:00
What changed today — calculated from what you clicked in the demo.
System
Nordis · ERP/CRM (sample)
Awaiting approval
2
discounts and offers above the limit
At risk of delay
3
open orders
Receivables > 30 days
PLN 84,900
no reminders yet
Open tasks
12
whole team
Change history
- 06:30Morning reports sent to 3 rolesAutomatic
How it works
The assistant is not a separate system with a copy of your data. It is a window into the system you already have — with permissions, an approval button and a history.
- 1
The system you already have
ERP, CRM, accounting or Open Mercato. The assistant reads data where it lives and writes decisions back there. One source of truth — the chat keeps no numbers of its own.
- 2
A bot with permissions per role
Each Telegram account is tied to a person and their role in the system. The owner sees receivables and margins, a sales rep sees their offers, a client sees their orders. Every role has its own menu.
- 3
Reports on their own, actions through an approval buffer
The morning report and the day summary arrive without asking. Anything that changes data or goes out to a client — a discount, an offer, a payment reminder — waits for the tap of someone allowed to make that call.
- 4
Everything recorded in the history
Every decision made from a phone lands in the system with a name and a time. Who approved the discount and when is something you check in the system, not by scrolling the chat.
Two rules we stick to
A command you cannot see does not exist
Everything the assistant can do is in the menu behind the “Menu” button. Nobody has to remember command names.
The menu never promises more than the system can do
Every menu item answers from real data or performs an action. If something is not in the system, it is not in the menu either.
What can be connected
We start with what already works in the company. You do not need to replace systems to get a report on your phone.
- ERP and sales systemorders, offers, discounts, sales plan
- CRMclient records, notes, leads, reminders
- Emailcompany mailbox, sending reminders and offers
- Invoicing and accountingreceivables, payments, invoice copies
- Warehousestock, reservations, deliveries
- Productionorders, stages, staffing, deadlines
- Documentscontracts, offers, data sheets
There is one condition: the system needs an API or a sensible export. If it has neither, we will tell you on the first call.
Before you ask
Is it secure? Who sees which data?
The assistant runs on the side of your system — what goes through Telegram is the conversation, not the database. Each account is tied to a specific person and their role: a sales rep cannot ask about company-wide receivables, a client sees only their own orders. Actions that change anything require the tap of an authorised person, and each one is recorded in the history. Disconnecting an account is one click in the system. We agree the scope of permissions during the deployment.
Do I have to change the system I use?
No. We connect to what works — ERP, CRM, accounting, a spreadsheet — as long as it has an API or an export. If today the data lives in people’s heads and on paper, we will say honestly that it has to be put in order first: the assistant answers from data and is worth exactly as much as that data.
Why Telegram and not Teams, WhatsApp or SMS?
Telegram has a free, mature bot API with a command menu, buttons under messages and files — that is why we start with it. If Microsoft Teams is the standard in your company, the mechanics are the same. WhatsApp Business can be connected too, but Meta approves the message templates a business sends and some of them are paid. SMS is only good for short notifications — no menu, no buttons.
What if the assistant gets something wrong?
It answers from the system’s data and puts an “Open in system” button next to every number, so the source is one click away. It never changes anything on its own — a discount, an offer or a reminder goes out only after your tap.
How long does the first stage take?
It depends on how many systems we connect and which roles get the assistant. We start with a free consultation and come back within 24 hours with a prototype based on your company. You get the scope, schedule and price of the first stage in writing after the prototype — before any work starts.
See it on your own company’s data
On the consultation we pick one report and one decision you make at your desk today. Within 24 hours we come back with a prototype that shows them in a chat — no strings attached.
Book a free consultation