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Tia is how you run Taskezy from WhatsApp. Everything she does is also in the app, where you can see it, change it and do it yourself. This page explains how she works — enough to trust her with your books and read her replies fluently.

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One assistant, the whole business

You don’t pick a department or learn commands. Write to Tia the way you’d write to a colleague, and she works out what’s needed — sales, purchasing, operations, stock, finance or your own reminders. One message can cross several of these. “Carpenco won the JBR job — schedule the install Thursday and remind me to invoice the deposit” converts the lead, books the job and sets your reminder in one go. Tia tells you what she did.
If something is ambiguous — two customers called Khalid, say — Tia asks rather than guesses.

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She follows your roles

Tia does for each person only what their roles allow in the app. Someone with the Sales role can ask about leads and quotes but not about cash; a Member can keep their own reminders and notes but can’t record expenses. If someone asks for something outside their roles, Tia says so.

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Draft, then confirm

Anything that changes your books — recording an expense, raising an invoice, logging a payment — is two steps.
1

Tia drafts

She reads the details and shows you what she’s about to record. Forward a receipt and she replies with vendor, amount, VAT, category and project. Nothing is recorded yet.
2

You confirm

Reply confirm and it’s recorded. Send a correction instead — “project: JBR Villa 4” — and she redrafts.
Questions — “how’s cash this morning?”, “what’s overdue from Carpenco?” — are answered straight away, because they change nothing. Receipts waiting for you don’t get lost: ask “what’s pending?” and Tia lists every draft expense still waiting to be confirmed. They’re also under Purchases → Expenses, filtered to Pending.

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What you can send her

  • A receipt or supplier invoice — a photo or PDF. Tia reads vendor, amount, VAT and date, and drafts an expense.
  • A business card — a photo. Tia saves the contact and asks whether to open a lead.
  • A voice note, in English or Arabic. Tia transcribes it and acts on it like a message.
  • A document — a trade licence, a contract, a policy. Tia can file it on your document shelf, with an expiry date if it has one.
  • A photo of a product — to set as an item’s picture in your catalogue.
A caption always wins: “this is for the JBR project” tells Tia what to do with the attachment.

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Documents come to you

Ask for a quote, an invoice or a customer’s statement and Tia sends the PDF to you on WhatsApp, ready to forward. She never messages your customers herself — if you want an assistant that talks to customers, that’s your front desk.

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The morning brief

Each morning, Tia sends a short brief of what needs attention — today’s jobs, sales that need a nudge, money owed and due, and your own to-dos. Each person gets the parts their roles cover. See The morning brief.

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Usage

Every message you send Tia uses part of your plan’s monthly allowance. Tia’s replies don’t count separately — the work she does to answer is what’s measured. See Plans and billing.

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Privacy and trust

  • Tia is internal. She answers only numbers registered to someone on your team. Anyone else is told Taskezy couldn’t find an account for their number.
  • Your messages don’t train AI models. Messages and attachments are excluded from model training under Anthropic’s commercial terms.
  • Your workspace is yours alone. Your records are kept separate from every other workspace.

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What’s next

  • Getting started — set up a workspace and send your first receipt.
  • Sales — from lead to paid invoice.
  • Productivity — the brief, reminders, to-dos and documents.