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Appto coworker sits in your Slack or Microsoft Teams — in channels and in direct messages. Wise answers there: the same assistant, the same company context and the same integrations as appto in the browser. Nobody moves their work into a new window.

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Nordis

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#general

#sales

#rollouts 1

#marketing

#tenders 3

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Direct messages

Wise

Marta Z.

Ola K.

Activity 2 Chat Teams Calendar Files

Teams

NNordis

General

Sales

Rollouts 1

Marketing

Tenders 3

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# sales

14 Quotes, tenders, pipeline PostsFilesNotes Meet

Tomek W.8:41

I bumped the price list on the drive, the old version went to the archive.

Ola K.8:47

Saw it, thanks. Swapping the link in the Velpol quote.

Kasia M.8:53

Thanks. I sent the Nowak quote yesterday evening.

New

Marta Z.9:12

Kamex is asking whether we will make the rollout by the end of September. Does anyone know where we stand?

Piotr A.9:13

@Wise check in Pipedrive what stage Kamex is at and tell us whether that date is realistic.

WiseApp9:13

Pipedriveopportunity “Kamex Logistics”

Company contextRollout standard · Meeting note 2 Sep

Kamex is at the Negotiation stage, last contact 2 September. The note has the start on 15 September, and your rollout standard is six weeks — you will not make the end of September. The earliest realistic date is 27 October.

Reply to Kamex — draft.docxin the thread, to review before sending

👍 2 ✅ 1

2 replieslast one 9:21

Ola K.9:41

I sent Kamex the 24-month quote, 15% discount.

👀 1

WiseApp10:09

A 15% discount goes below the margin threshold in your decisions — you have 12% there. At 24 months you were within the band. Worth correcting before Kamex accepts the quote.

Piotr A. is typing

Message #sales

Meet Wise,the new coworker.

Marta Z.·sales

Hi @Wise, can you work out what Kamex pays over 24 months?

No commands and no syntax — an ordinary sentence in the thread is enough. That is why the whole team writes to it, not the two people who like new toys.

Kasia M.# marketing

@Wise how much is left in the campaign budget this quarter?

Ola K.# accounting

@Wise check whether the invoice from Sevium has arrived

Piotr A.# service

@Wise what is our standard reply to a complaint filed after the deadline?

Janek P.# tenders

@Wise what did we agree with Kamex at the meeting on 2 September?

Dawid L.# rollouts

@Wise pull a task list out of this thread and assign it to people

Kasia M.# general

@Wise where is the current remote work policy?

Kasia M.# marketing

@Wise how much is left in the campaign budget this quarter?

Ola K.# accounting

@Wise check whether the invoice from Sevium has arrived

Piotr A.# service

@Wise what is our standard reply to a complaint filed after the deadline?

Janek P.# tenders

@Wise what did we agree with Kamex at the meeting on 2 September?

Dawid L.# rollouts

@Wise pull a task list out of this thread and assign it to people

Kasia M.# general

@Wise where is the current remote work policy?

Tomek W.# rollouts

@Wise make a note out of this thread and put it in the project

Marta Z.# sales

@Wise find the last quote for Velpol and tell me what changed

Marek S.# leadership

@Wise summarize this document for me in five points

Aneta R.# sales

@Wise translate this into English, it has to sound formal

Robert N.# sales

@Wise who owns the Nowak account and when was the last contact?

Tomek W.# tenders

@Wise check the tender docs for the bid bond deadline

Tomek W.# rollouts

@Wise make a note out of this thread and put it in the project

Marta Z.# sales

@Wise find the last quote for Velpol and tell me what changed

Marek S.# leadership

@Wise summarize this document for me in five points

Aneta R.# sales

@Wise translate this into English, it has to sound formal

Robert N.# sales

@Wise who owns the Nowak account and when was the last contact?

Tomek W.# tenders

@Wise check the tender docs for the bid bond deadline

Once in a DM,once in front of the team.

You talk to the coworker the way you talk to anyone in the company: privately when it only concerns you, or in the channel when the answer is useful to everyone. It is the same conversation and the same context — only who sees it changes.

Wise direct message

You

Draft me a reply to the email from Kamex. Firmer, but without straining the relationship.

Wise

Done. I kept to the terms in your quote standard and did not go below the margin threshold. The version to send is in the attachment.

Reply to Kamex — v2.docx

Message Wise…

In a DM it is just the two of you: Wise knows the company context and your permissions, but nobody else sees the conversation.

sales 14 people in the channel

Marta Z.

Kamex is asking about the date. Does anyone know where we stand?

Piotr A.

@Wise check Pipedrive and tell us whether end of September is realistic.

Wise

Stage Negotiation, start agreed for 15 September, the rollout standard is six weeks — the realistic date is 27 October.

2 replies in the thread

Message #sales

In a channel the question and the answer stay for the whole team — sources included. The next person does not ask it a second time.

It does not just answer.It does what you ask.

From a thread in Slack or Teams the coworker reaches for the same tools as appto in the browser — reading and writing. The same company skills, the same integrations, the same work; only handed over wherever you happen to be.

@Wise make a quote for Kamex over 24 months, send it to Anna Nowak and set me a follow-up for Thursday.

Price list 2026.xlsx

Termfromto

12 months4%8%
24 months8%12%
36 months10%15%

read the discount band
Pipedrive

Kamex LogisticsPLN 128,400

Negotiation

Quote over 24 months, 10% discount. Sent to a.nowak@kamex.pl.

added a note and moved the stage
Quote — Kamex v4

Cooperation quote
24 months10% discount

Quote — Kamex v4.pdf

assembled the document on your template
Gmail

Toa.nowak@kamex.pl

SubjectCooperation quote — 24 months

Quote — Kamex v4.pdf318 KB

Sent · 11:04

sent the message with the attachment
Marta’s calendar

Thursday, 12 September

9:00

10:00Follow-up: Kamex10:00 – 10:30

11:00

set the follow-up for Thursday

Close to a thousand integrations. See what appto does inside tools

Let Wise into one channel

Start free Book a demo

It catches whatyou missed.

The coworker does not only wait to be called. Once an hour it goes through the channels you pointed it at and decides for itself whether it has anything to add. A channel with no new messages costs nothing — the bot does not even ask the model.

# tenders A question that stalled

Kasia M.·Tuesday, 11:04

Does anyone know whether the Kamex tender needs a bid bond? The submission deadline is tomorrow.

no reply for 40 minutes

Wise·spoke up on its own

Yes — 3% of the order value, payable by 12 September. It is in the tender docs on page 14, section “Bid bond”. A copy is on the drive in the Tenders 2026 folder.

# rollouts Contradicts what was agreed

Tomek W.·Wednesday, 15:22

I promised Velpol a start on 22 September, we will sort it out with the team.

nobody reacted

Wise·spoke up on its own

In the schedule Velpol starts on 6 October — 22 September is from the previous version, changed after the meeting on 2 September. Worth confirming before the customer writes that date down.

# sales Work being done twice

Marta Z.·Thursday, 9:47

Sitting down to the Velpol quote, it has to go out today.

nobody made the connection

Wise·spoke up on its own

Piotr sent Velpol a quote on Friday — it is on the drive as “Velpol — quote v3.docx”. If this is meant to be a new version, I can start from that one instead of from scratch.

Different channel,different context.

To sales you pin different documents, different skills and a different assistant than to rollouts. None of it is created here — you pick from what you already have in appto. By default Wise answers in every channel.

Appto coworker

Slack

Microsoft Teams

Channels

Cover new channels automatically

# sales in autonomous mode

The sales channel — the assistant calculates on your price list and keeps the thresholds from your decisions.

Channel context

Price list 2026.xlsxGoogle Drive · Sales

B2B quote standard.pdfGoogle Drive · Sales

Commercial decisionscompany context · margin, discounts, dates

Plus all the company’s general knowledge — shared across every channel.

Skills

Rollout pricingB2B quoteWorking the CRM

Assistant

Saleson model Claude Opus 5

How often it speaks up

A setting for the whole organization. It moves the confidence thresholds and the cap on interjections per pass at once.

The default. It speaks up only when it is sure it adds something nobody has written yet.

Context, skills, assistants, integrations and permissions are shared across all of appto. The coworker only uses them — you set them once, in one place.

Company context Skills Assistants Integrations Access

Let Wise intoone channel.

Start with the one where “who would know that?” comes up most often. Installing is one click in Slack or Teams — you add the other channels once you see it works.

Start free Book a demo

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Before you let it in

The usual questions about AI sitting in your messenger. Got a different case? We will show it in your Slack or Teams and say plainly what is possible.

How is this different from appto in the browser?

In nothing but the window. The coworker is one of the entrances to appto — it reaches for the same company context, the same skills, the same assistants and the same integrations. You change where you ask from, not the tool.

Does Wise read all our conversations?

No. The mode where the coworker speaks up unprompted covers only the channels an administrator points it at — channel by channel or all at once, automatically covering new ones if you set it that way. Direct messages are outside that mode: there it answers only when called.

Does the coworker see more than an employee?

No. Permissions follow the person: if somebody cannot access a document or a record in the CRM, the coworker will not answer them on that basis — not in a channel and not in a DM.

What does it cost, given the bot scans channels every hour?

A channel where nothing happened costs nothing — the bot does not even ask the model. You pay for real answers, exactly as for a conversation in the app. A run of failed charges automatically switches the autonomous mode off.

We use Teams, not Slack.

The coworker works the same in both: messages, replies in threads, mentions and attachments, working in channels rather than only in messages to the bot. In Teams it also reads pasted images and files from the channel, including the ones kept in SharePoint. Teams accounts are matched to appto accounts by email address, with no manual mapping.

We have several companies and several workspaces.

Every organization gets a separate installation: its own settings, its own access and its own conversation history. Usage statistics are separated too — Slack apart, Teams apart.