At drinks companies WhatsApp is already the channel for restaurants, wine merchants, importers, reps and hauliers. Ugo turns it into a work tool: you type or send a voice note, and it finds spec sheets and analyses, drafts emails to customers and importers, updates the CRM, keeps the diary of bottling runs, trade fairs and visits and replies from the company number. It asks you to confirm before every action.
At a winery, a brewery or a water and soft drinks company, requests all arrive on WhatsApp. The restaurant wants the sheet for the Bacchus for the new wine list, the supermarket buyer asks for the summer promotional price list, the German importer is waiting for the analyses for the samples, the rep sends an order on the way out of the wine shop, the haulier says the artic will arrive an hour early. The answers are somewhere else: in the winemaker’s folders, in the ERP, in emails, in the allocations spreadsheet.
Ugo is a contact on WhatsApp connected to the tools the company already uses: Google Workspace or Microsoft 365, email, contacts, folders on Drive or OneDrive, a CRM such as HubSpot or Odoo, monday.com for projects. Everyone uses it from their own phone, with their own accounts: sales for customers, the export manager for importers, the winery or brewhouse for bottling and maintenance, hospitality for visits. With Automations on the company’s WhatsApp Business, Ugo also replies to customers and visitors, asks for whatever is missing and alerts the right person.
Ugo doesn’t replace your alcohol duty software, your bonded warehouse records or your production system, and it doesn’t sign documents on behalf of the winemaker or the quality manager. It finds, summarises, prepares and reminds. Every email, message or document goes out only after your “Confirm”.
Who uses it in the company
Every department has its own questions. Ugo answers each one with their own tools.
Price lists, product sheets, customer history and promotions agreed with the supermarkets, on WhatsApp between one visit and the next. An order dictated in the car becomes an email for the sales office and an activity in the CRM.
Importers’ emails summarised, samples tracked, spec sheets in other languages and analyses found in seconds. With the right time zone in the diary for calls with the United States or Japan.
The bottling schedule, production sheets, the filler and labeller manuals on your phone. The shift leader reports a fault by voice and Ugo opens the item on the maintenance board.
Chemical analyses, organic certificates, food contact declarations for packaging, calibration and audit due dates: found in a minute and sent to the customer once you give the OK.
Requests from hauliers and distributors, loading slots in the diary, routes to supermarket distribution centres with live traffic.
Tour and tasting bookings through the company’s WhatsApp Business: the automation offers the experiences, collects the date and number of guests and alerts the hospitality team.
Real conversations, typed in a hurry the way people type on WhatsApp.
A restaurant asks for the sheet for a wine for its new list. Ugo finds it in the winemaker’s folder, tells you the vintage and key details and emails it once you confirm.
Skills used
Can you find the sheet for the Bacchus 2024? The Old Bell wants it
In the folder “Winemaking/Spec sheets” there’s “Bacchus 2024 – tech sheet EN.pdf”, updated on 12 May. 11.5% abv, 4 months on lees, 8,400 bottles. Shall I send it to Mark Fletcher (theoldbell@gmail.com) with the 2026 on-trade price list?
An importer asks for samples and analyses. Ugo finds the latest email, drafts the reply with the analyses attached, creates the deal in the CRM and sets a reminder for after the samples arrive.
Skills used
Reply to Weinhaus Becker: we’re sending 6 samples on Monday, attach the analysis for the Classic Cuvée 2021
Here’s what I’ll do: • Reply to Jonas Becker (Weinhaus Becker, Munich): “6 samples going out on Monday 19 October by express courier”, attachment “Analysis Classic Cuvée 2021.pdf” • Deal “Weinhaus Becker – Germany price list” in HubSpot, stage “Samples” • Task “Follow up with Becker about the samples” on 28 October Shall I go ahead?
The winery manager asks what’s scheduled. Ugo reads the diary and the dry goods spreadsheet and flags anything missing before the run can start, such as labels or closures.
Skills used
What are we bottling this week and is anything missing?
In the diary: • Tuesday: Bacchus 2025, 12,000 bottles • Thursday: Pinot Noir Rosé 2025, 6,500 bottles In the file “Dry goods.xlsx”: • Rosé labels: 4,000 in stock, 6,500 needed • Screwcaps for the Bacchus: arriving tomorrow from the supplier Shall I email the printer about the labels?
The shift leader describes the problem out loud. Ugo creates the item on the monday.com maintenance board with line, machine and priority, and assigns it to the engineer on shift.
Skills used
🎤 Voice message (0:31)
I’ll create on monday.com, board “Bottling maintenance”: • Item: “PET line 1.5 L – labeller, crooked labels on the sparkling format” • Priority: high, status “To do” • Assigned to Steve Brown Shall I go ahead?
Automations on your number
Restaurants, wine merchants and wine lovers message the winery’s WhatsApp Business. An automation replies with three buttons: Order, Tour and tasting, Other. For a visit Ugo offers the experiences, collects the date and number of guests and alerts the hospitality team; for an order it collects the details and passes them to the sales office.
The blue bubbles are the customer, the white ones are the replies sent from the company’s WhatsApp Business number.
Discover WhatsApp automationsHello, is it possible to visit the vineyard?
Hello! I’m the assistant for Hollow Ridge Estate. What can we help with?
Tour and tasting
With pleasure! Which experience would you like?
Premium, 6 wines. Saturday 25 October, there are 4 of us
Lovely, I’ve made a note: premium tasting, Saturday 25 October, 4 guests. Grace from our hospitality team will be in touch shortly to confirm the time.
Each skill is a connected tool. Here’s how to get the most out of it in this sector.
Your WhatsApp BusinessTasting bookings, shop opening hours, price list requests: Automations reply from the WhatsApp Business number customers and visitors already know and only alert you when it’s needed.
Discover Your WhatsApp Business
Google DriveSheets in English and other languages, analyses, organic certificates and awards: Ugo searches by name or content, reads PDFs and fills in your templates, such as the wine list proposal or the letter to an importer.
Discover Google Drive
OneDrive, Word and ExcelUgo reads the allocations spreadsheet or the one for bottles, closures and labels, and updates cells once you confirm, for example the cases allocated to a customer, dictated by voice.
Discover OneDrive, Word and Excel
HubSpotBefore a call with an importer Ugo summarises the deal and the latest notes; after a trade fair it creates contacts, deals and follow-up tasks, so no business card is left in a drawer.
Discover HubSpotAdd the company website: Ugo searches it for styles, pack formats, food pairings and visiting hours and answers reps and automations with the published information.
Discover Company websites (knowledge)
MapsThe quickest order to visit customers in an area or reach the retailer’s distribution centre, with live traffic, and Street View of the delivery entrance.
Discover MapsUgo organises messages, calendars, emails and documents. Everything else stays with your systems and your people.
The most useful Ugo features in this sector, starting with the first one to turn on. Each person switches them on from the portal in a few minutes.
The pages for the jobs in this sector, with more specific examples.
For reps selling wine, beer, spirits, soft drinks and water to wine shops, restaurants, bars and on-trade wholesalers: spec sheets, wine lists, tastings and allocations from WhatsApp.
Discover Ugo for wine and drinks agentsFor reps selling food to foodservice, supermarkets, independent shops and wholesalers: principals’ price lists, call cycles, orders and CRM handled from WhatsApp, even by voice.
Discover Ugo for food sales agentsTo reply to restaurants and wine merchants, take orders from reps, keep up with importers and hauliers, book visits and report problems during bottling. With Ugo everyone can also ask for spec sheets, appointments and customer details in the chat, and the company’s WhatsApp Business answers the most common requests by itself, such as winery tours.
Yes. It finds them in the folder you choose on Google Drive or OneDrive and sends them by email or from the company’s WhatsApp Business, once you confirm. Ugo sends the file it finds: keeping vintages and versions up to date is still the job of the winemaker or quality.
No. Duty returns, warehouse records and e-ADs stay in dedicated software. Ugo helps you around those documents: it finds the freight forwarder’s emails, reminds you of deadlines in the diary and drafts messages for whoever completes them.
Yes, with voice notes of up to 90 seconds: Ugo transcribes them on its servers in Europe, keeps only the text and handles them like written messages. The shift leader describes the fault out loud and Ugo prepares the report.
Ugo costs €50 a month or €550 a year per person, excluding VAT, with every skill included. You only switch it on for the people who use it: for example sales, export and hospitality, not necessarily the whole winery.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Connect your winery folders, email and the company’s WhatsApp Business in a few minutes. Customers, importers and departments find their answers in the chat.
