Sales and technical sales
Customer history, quotes, samples sent and application trials, on WhatsApp between one visit and the next. A sample request dictated in the car becomes an email for the lab and an activity in the CRM.
How can I use WhatsApp for my work in the chemical industry?
In the chemical industry WhatsApp is already used by customers, reps, technical service staff, suppliers and hauliers. Ugo turns it into a work tool: you type or send a voice note, and it finds safety data sheets, technical data sheets and certificates of analysis, drafts emails to customers, updates the CRM, keeps the diary of audits and shipments and reports faults to maintenance. It asks you to confirm before every action.
At a chemical company questions come from every direction, and often on WhatsApp. The customer asks for the latest SDS for the resin, the paint shop wants to know the drying time of the primer, the rep sends a sample request from the car park, the haulier asks what time to load the tanker, the shift leader sends a photo of a leaking pump. The answers are somewhere else: in the regulatory and lab folders, in the ERP, in emails, in production spreadsheets.
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 Odoo or HubSpot, monday.com for maintenance and projects, Zendesk for technical support. Everyone uses it from their own phone, with their own accounts: sales for customers and samples, technical sales for application trials, the lab for certificates, maintenance for jobs. With Automations on the company’s WhatsApp Business, Ugo also replies to customers, asks for whatever is missing and alerts the right person.
Ugo doesn’t write or validate safety data sheets, doesn’t classify substances and mixtures and doesn’t replace your SHE manager, your dangerous goods safety adviser or the ERP. It finds, summarises, prepares and reminds. Every email, message or document goes out only after your “Confirm”.
Who uses it in the company
Who uses WhatsApp with Ugo at a chemical company
Every department has its own questions. Ugo answers each one with their own tools.
Regulatory affairs
SDSs in several languages, REACH and RoHS declarations, CLP labels, customer questionnaires: Ugo finds the published version and sends it once you give the OK. Writing and updating them is still your job.
Lab and quality
Certificates of analysis by batch, technical data sheets, test results and calibration due dates: found in a minute. Non-conformances dictated by voice go into the log once you confirm.
Production and SHE
The shift leader sends a voice note about the leaking pump or the reactor stopping and Ugo opens the item on the maintenance board. Procedures, permits to work and manuals are on your phone.
Logistics and ADR shipments
Loading slots in the diary, hauliers’ and customers’ questions about deliveries, routes to depots with live traffic. Transport documents stay with the people who complete them.
Purchasing
Raw material supplier offers summarised, delivery emails found, incoming SDSs and certificates searched for in the right folders. So you know straight away what the solvent supplier has said.
Examples of using WhatsApp in the chemical industry
Real conversations, typed in a hurry the way people type on WhatsApp.
The latest safety data sheet, sent to the customer
The customer asks for the SDS for a product. Ugo finds it in the regulatory folder, tells you the version, date and language, and emails it to the customer once you confirm.
Skills used
Bennett Bodyshop want the SDS for the DN-40 cellulose thinner, latest version
In the folder “Regulatory/SDS/EN” there’s “SDS DN-40 Cellulose thinner v7.2.pdf”, revised on 3 June 2026, in English. Shall I send it to Simon Bennett (info@bennettbodyshop.co.uk) together with the technical data sheet?
A sample request, dictated in the car
Leaving the customer, the technical sales rep sends a voice note. Ugo drafts the email for the lab with product, quantity and specs, creates the opportunity in the CRM and sets a reminder for after the trial.
Skills used
🎤 Voice message (0:41)
Here’s what I’ll do: • Email to lab@penninechem.co.uk: “Riley Furniture: 5 kg sample of PVA adhesive AV-210, fast-setting grade, with certificate of analysis, to ship by Friday” • Opportunity “Riley Furniture – edge-banding adhesive” in Odoo • Activity “Check with Riley on the trial result” in two weeks Shall I go ahead?
A customer’s technical issue, picked up
A customer reports an application problem. Ugo finds the ticket in Zendesk, summarises the conversation and replies to the customer once you confirm, adding an internal note for the lab.
Skills used
What are Collins Coatings saying about the epoxy primer?
Ticket #4821, opened yesterday: primer FE-12, batch 26-0915, is still tacky after 24 hours at 12 °C in their unit. I’ll prepare: • Reply to Collins: “Could you send us the application temperature and humidity and the mixing ratio you used? Ellen Cole from our lab will call you tomorrow” • Internal note: “Check the certificate of analysis for batch 26-0915” Shall I go ahead?
A leak on the plant, reported with a voice note
The shift leader describes the problem out loud. Ugo creates the item on the monday.com maintenance board with plant, component and priority, and assigns it to the engineer on shift.
Skills used
🎤 Voice message (0:25)
I’ll create on monday.com, board “Blending plant maintenance”: • Item: “Mixer M4 – transfer pump, drip from the mechanical seal” • Priority: high, status “To do” • Assigned to Rob Hughes Shall I go ahead?
Automations on your number
Customers message the company number, Ugo sorts the requests
Bodyshops, cleaning contractors and stockists message the company’s WhatsApp Business. An automation replies with three buttons: Order, SDS and data sheets, Technical support. For a data sheet Ugo finds it in the regulatory folder and sends it once you give the OK; for support it collects product and batch and alerts the technician.
The blue bubbles are the customer, the white ones are the replies sent from the company’s WhatsApp Business number.
Discover WhatsApp automationsHello, I need the safety data sheet for one of your cleaning products
Hello! I’m the assistant for Highland Cleaning Chemicals. What can we help with?
SDS and data sheets
Of course, which product? If you tell me the pack size too, I’ll send you the right sheet.
SG-50 alkaline degreaser, 25 kg drum
📎 SDS SG-50 Alkaline degreaser v4.1.pdf Here’s the latest safety data sheet. For questions about using the product, choose “Technical support” and one of our technicians will get back to you.
Ideas for using Ugo’s skills in the chemical industry
Each skill is a connected tool. Here’s how to get the most out of it in this sector.
Your WhatsApp BusinessData sheets and orders from the company number
SDS requests, stockist orders, technical issues: Automations reply from the WhatsApp Business number your customers already know and only alert you when it’s needed.
Discover Your WhatsApp Business
Google DriveSDSs, data sheets and certificates, always in your pocket
Safety data sheets in several languages, technical data sheets, certificates of analysis and declarations: Ugo searches by name or content, reads PDFs and fills in your templates, such as the reply to a supplier questionnaire.
Discover Google Drive
ZendeskTechnical support for customers
Ugo lists open tickets, summarises conversations, replies to customers and adds internal notes for the lab once you confirm, even from the customer’s site.
Discover Zendesk
OdooCustomers, samples and opportunities in the CRM
Before a visit the rep asks Ugo for the customer’s history; it reads quotations and sales orders and leaves notes, opportunities and activities in Odoo after the application trial.
Discover Odoo
OneDrive, Word and ExcelNon-conformances and samples in Excel
Ugo reads the non-conformance log or the samples-sent spreadsheet and adds rows once you confirm, for example a complaint dictated by voice with batch, customer and defect.
Discover OneDrive, Word and ExcelCompany websites (knowledge)
The catalogue on the company website
Add the website with your catalogue: Ugo searches it for product ranges, pack sizes and applications and answers reps and automations with the published information.
Discover Company websites (knowledge)What Ugo does not do
Ugo organises messages, calendars, emails and documents. Everything else stays with your systems and your people.
- It doesn’t write, update or validate safety data sheets and doesn’t classify substances or mixtures under UK or EU REACH and CLP: it finds and sends the version approved by regulatory affairs.
- It doesn’t give safety, handling or first aid advice in place of the SDS, and it doesn’t replace your SHE manager or your dangerous goods safety adviser.
- It doesn’t complete ADR transport documents or enter orders in your system: it drafts the email or note for whoever handles them, and in Odoo it creates opportunities, notes and activities.
- It doesn’t send mass campaigns on WhatsApp: automations reply to people who message you, within WhatsApp’s 24-hour window.
The skills to switch on
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.
Ugo for people working in the sector
The pages for the jobs in this sector, with more specific examples.
Questions about WhatsApp and Ugo in the chemical industry
How do you use WhatsApp for work at a chemical company?
To reply to customers, take sample requests from reps, keep up with suppliers and hauliers and report problems on the plant. With Ugo everyone can also ask for data sheets, appointments and customer details in the chat, and the company’s WhatsApp Business answers the most common requests by itself, such as safety data sheets.
Can Ugo send safety data sheets to customers?
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. If you turn on “Ask me to confirm first” in the automation, no data sheet goes out without your OK. Ugo sends the file it finds: writing and updating SDSs is still the job of regulatory affairs.
Can Ugo answer questions about product safety?
No, not in place of the SDS or your technical staff. It can find the right sheet and quote what it says, but handling, protective equipment and first aid information must always be read in the SDS and, if anything needs clarifying, given by your SHE manager or regulatory affairs.
Does Ugo connect to our ERP?
It connects to Odoo (versions 14 to 19) as a CRM, to HubSpot, Zoho CRM and Agile CRM, to monday.com and Zendesk, and to any app with an MCP server. With other systems it works through emails and documents: for example, it drafts the order email for whoever enters it in the ERP.
How much does it cost to use Ugo at a chemical company?
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, regulatory affairs and technical support, not necessarily the whole site.
Useful references
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
- Chemical Industries AssociationThe UK trade association for chemical and pharmaceutical businesses, with sector data, policy and the Responsible Care programme.cia.org.uk
- HSE – Health and Safety ExecutiveThe UK regulator for workplace health and safety and the agency for UK REACH and GB CLP, with guidance on safety data sheets.hse.gov.uk
- UKCPI – UK Cleaning Products Industry AssociationThe association of UK manufacturers of cleaning, hygiene and maintenance products.ukcpi.org
- ECHA – European Chemicals AgencyEU REACH registrations, CLP classifications and guidance on compiling safety data sheets, for those selling into the EU.echa.europa.eu
Data sheets on file, answers on WhatsApp
Connect your regulatory and lab folders, email and the company’s WhatsApp Business in a few minutes. Customers, reps and departments find their answers in the chat.
