The AI colleague that answers customers, schedules appointments and prepares quotes.
Add a commission as a percentage markup baked into the unit prices; the customer never sees a separate line. Also new: the Product data block in the quote PDF and the email editor, and customers download the datasheets of the quoted products from a button on the quote page. You can now cancel a quote's acceptance; the quote becomes an editable draft again.
Answers to common questions about everything in stipt.
Set up your workspace step by step, from forms to automation.
Background on work orders, WhatsApp Business and AI.
Technical documentation of the stipt API, with examples per endpoint.
Set up your CRM in stipt: build record types with custom fields, add status flows with target durations and drop-out reasons, and create views per team member.
Build forms and digital work orders in stipt: field types, conditional questions, auto-fill from the record, approval and an automatic PDF.
Build an email template in the block editor, let variables fill in automatically and send it via a trigger or manually from a record.
Connect your WhatsApp Business number to stipt through Meta's signup flow. What you need, how messages reach the shared inbox and how templates work.
Connect Exact Online to stipt and invoice records straight into your books: customer, invoice lines and VAT included, payment status flows back automatically.
How to create quotes in stipt with templates, a product catalog and discounts, send them by email and let customers accept or reject them online.
Automate follow-up in stipt step by step: quote reminders, no-show follow-up and welcome emails, with time triggers on business days and a log per rule.
Let customers book their own appointment online. Set duration, skills and work area, send a booking link and stipt handles confirmation and reminders.
A practical guide to tasks in stipt: subtasks and deadlines, saved views, and how to automate recurring work with task templates, triggers and dot.
Connect Gmail, Google Workspace or Microsoft 365 to stipt and run a shared team inbox: assign conversations, add internal notes, send from your own domain.
Schedule field technicians automatically with stipt: matching options based on skills, work area and travel time, plus linked follow-up appointments.
How to train stipt's AI assistant on your own business data: read in your website, add documents, steer it with feedback and set clear boundaries.
What is a work order and what does it contain? Is it required? Paper versus digital, what a digital work order needs as a minimum, and common rollout mistakes.
The difference between WhatsApp, the Business app and the WhatsApp Business API, how templates and the 24-hour window work and when you need the API.
What AI can reliably do for small businesses today and what it cannot. On GDPR, data location, logging, costs and the safe setup: AI proposes, a person decides.
Looking for customer portal software? See how customers and partners in stipt book appointments, fill in forms, track jobs and share availability.
How stipt pricing works: a fixed amount per person per month based on roles, add-ons where needed and a monthly AI credit allowance.