Documentation
Run your business from WhatsApp.
Taskezy is the AI operations layer for small businesses. Tia — the agent inside — staffs sales, finance, operations, inventory, and your personal assistant, all over WhatsApp. These guides show you how to set her up and put her to work.
Get started in five minutes
Create a workspace, add the owner’s WhatsApp number, and forward your first receipt to Tia — start to finish in under five minutes.
What is Taskezy?Meet Tia, the five seats she staffs, and the principles behind how she works.
How Tia worksOne assistant, draft-then-confirm on the books, and the daily morning brief.
What Tia can do
SalesLeads, quotes, projects, and contacts — captured from a WhatsApp message or a scanned business card.
FinanceExpenses, receivables, payables, vendors, purchase orders, and a daily cash position.
Which document to useQuotes, proformas, invoices, advances, credit notes, POs, bills, and expenses — and the moment to reach for each.
OperationsToday’s jobs, the schedule, crews and resources, and project blockers.
InventoryA catalog of products and services, on-hand stock, movements, and low-stock alerts.
Personal assistantReminders that never slip, renewal tracking for licences and visas, and the morning brief.
Connect & operate
Connect your bankLean Tech open-banking or PDF statement upload. Mashreq, ENBD, and RAKBANK supported today.
Connect Zoho BooksOptional. Push confirmed expense entries to an existing Zoho Books account via OAuth.
Add your team to WhatsAppInvite members, assign roles, and verify WhatsApp numbers so Tia knows who is asking.
Billing and plansPlans, the 30-day free trial, conversation limits, and overage handling.