In the metals industry everyone already uses WhatsApp: customers, agents, suppliers, drivers and shift supervisors. With Ugo it becomes a work tool: you type or send a voice message, and it finds inspection certificates and drawings, drafts emails to customers, updates the CRM, keeps track of breakdowns and deliveries and replies to customers from the company number. It asks you to confirm before every action.
At a metals company, requests arrive at all hours and almost always on WhatsApp. The fabricator asks for the 3.1 certificate for the plate delivered yesterday, the agent sends a photo of a drawing with quantities, the scrap merchant updates his price, the driver warns there’s no crane on site, the shift supervisor sends a photo of the drawing line that’s stopped. The answers, though, are somewhere else: in the quality folders, in the ERP, in the purchasing inbox, in the head of whoever is on holiday.
Ugo is a WhatsApp contact 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 jobs and maintenance. Everyone uses it from their own phone, with their own accounts: sales for customers and quotes, quality for certificates, maintenance for repairs. 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 replace the ERP, the MES or the heat traceability system, doesn’t work out prices with alloy surcharges and doesn’t sign anything on behalf of the quality manager. It finds, summarises, prepares and reminds. Every email, message or document goes out only after you tap “Confirm”.
Who uses it in the company
From the sales office to the shop floor, everyone has their own questions. Ugo answers each of them with their own tools.
The customer’s history, open quotes and orders, notes from the last visit: from WhatsApp, between one customer and the next. An enquiry dictated in the car becomes an opportunity in the CRM and an email ready for whoever prices it.
Drawings, customer specifications, material data sheets and internal standards found by name or part number. Ugo reads the PDFs and tells you the revision and date, without opening a computer.
The shift supervisor sends a voice message about the rolling mill or press brake being down and Ugo opens the item on the maintenance board. The maintenance engineer finds the machine manual on their phone, standing in front of it.
EN 10204 3.1 certificates, test reports, ISO 9001 or EN 1090 certifications: found by heat number or delivery note and sent to the customer once you say so. Calibration due dates reach you in the chat in good time.
With prices changing every week, Ugo summarises the supplier offers that arrived by email, adds them to the comparison sheet and reminds you when an offer is about to expire.
Drivers’ and customers’ questions about deliveries, routes to sites and plants with live traffic, Street View of the entrance for long loads, offloading slots in the diary.
Real conversations, typed in a hurry the way people type on WhatsApp.
The customer asks for the inspection certificate for the material delivered. Ugo looks for it in the quality folder by delivery note or heat number, tells you what’s in it and emails it once you confirm.
Skills used
Bennett Fabrications want the 3.1 for the plate on delivery note 2214
In the “Quality/3.1 Certificates/2026” folder there’s “3.1 Cert heat 48812 – DN 2214.pdf”: S355J2+N plate, 15 mm thick, 4.2 t, issued by the mill on 6 October. Shall I send it to Mark Bennett, who asked for it this morning?
Leaving the customer’s site, the agent sends a voice message with materials and quantities. Ugo creates the opportunity in the CRM, drafts the email to the estimating team and sets the follow-up. The price is worked out by whoever knows the alloy surcharges, not by Ugo.
Skills used
🎤 Voice message (0:41)
Here’s what I’ll do: • Opportunity in Odoo “Hartley Engineering – stainless tube” with a note: 120 lengths of 304 stainless, 48.3 mm OD × 2 mm wall, delivery by the end of November • Email to estimating@midlandsteel.co.uk with the full enquiry • Activity “Call Hartley back about the quote” on Friday Confirm?
The purchasing manager asks what has come in for aluminium billet. Ugo summarises the suppliers’ emails and adds the offers to the comparison sheet once you say so.
Skills used
What offers have come in for 6060 billet this week?
Two offers: • Severn Aluminium: 25 t, delivery in 3 weeks, valid until Friday 17th • Pennine Metals: 25 t, delivery in 2 weeks, price linked to the LME quote on the day of order Shall I add them to “Offer comparison 2026.xlsx”?
The shift supervisor describes the problem out loud. Ugo creates the item on the monday.com maintenance board with department, machine and priority, so the engineer knows straight away what to expect.
Skills used
🎤 Voice message (0:24)
I’ll create on monday.com, “Plant maintenance” board: • Item: “Drawing shop – machine 4, oil leak from the hydraulic circuit” • Priority: high, status “To do”, date today • Update: “Machine down since 14:10, reported by Ryan Walker” Confirm?
Automations on your number
Fabricators, engineering shops and stockists message the company’s WhatsApp Business. An automation replies with three buttons: Request a quote, 3.1 certificate, Delivery. For a certificate Ugo asks for the delivery note number, finds it in the quality folder and sends it once you say so; for a quote it collects material and quantities and alerts 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 automationsMorning, I need a document for the beams you delivered to us
Good morning! I’m the assistant at Midland Steel. What can we help you with?
3.1 certificate
Of course. Could you give me the delivery note number? You’ll find it at the top right of the delivery note.
Delivery note 2231 from 9 October, HEA 200 beams
📎 3.1 Cert heat 48907 – DN 2231.pdf Here’s the inspection certificate for the HEA 200 beams in S275JR. If you have any questions, I’m here.
Each skill is a connected tool. Here’s how to get the most out of it in this sector.
Your WhatsApp BusinessCertificates, delivery status, enquiries: Automations reply from the WhatsApp Business number customers already know, collect delivery notes and quantities and only alert you when it’s needed.
Discover Your WhatsApp Business
OneDrive, Word and ExcelUgo finds 3.1 certificates by heat number or delivery note, reads the calibration schedule and adds rows to the non-conformance log, for example a complaint dictated by voice with customer and batch.
Discover OneDrive, Word and Excel
OdooSales ask Ugo for a customer’s history before the visit, read quotes and sales orders and log opportunities, notes and activities in Odoo after the meeting.
Discover Odoo
monday.comProgress on fabrication jobs, work on the plant, site erections: Ugo tells you what’s running late, creates items and updates status and dates once you say so.
Discover monday.comAdd the website with product ranges, steel grades and available sizes: Ugo searches it and answers sales staff and automations with what’s published.
Discover Company websites (knowledge)
MapsThe route to the erection site with live traffic, the fabricators in an area to visit and Street View of the entrance, to see whether the artic will get in.
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 people selling steel, sections, tubes and subcontract machining: prices that move, mill certificates, lead times and quotes for fabricators and engineering shops.
Discover Ugo for steel and metals sales agentsFor people selling to hardware shops, paint and decorating stores, builders’ merchants and tool suppliers: huge price lists, product codes, promotions and visit rounds run from WhatsApp.
Discover Ugo for hardware sales agentsFor mechanical design engineers and drawing offices: drawing revisions, bills of materials, quotes for industrial clients and machining suppliers handled from WhatsApp.
Discover Ugo for mechanical design engineersTo reply to customers, take enquiries from agents, coordinate deliveries, suppliers and sites and report breakdowns on the shop floor. With Ugo everyone can also ask for certificates, drawings, appointments and customer details in the chat, and the company’s WhatsApp Business answers the most common requests on its own, such as 3.1 certificates.
Yes. It looks for them in the folder you choose on Google Drive or OneDrive, by heat number, delivery note or customer, 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 document goes out without your go-ahead. Ugo sends the file it finds: issuing and filing it correctly is still quality’s job.
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 business systems it works through email and documents: for example it prepares the complete request for whoever enters the order or prices the quote.
Yes, with voice messages up to 90 seconds: Ugo transcribes them on its servers in Europe, keeps only the text and treats them like written messages. The shift supervisor describes the breakdown out loud as soon as they step off the floor 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, quality and maintenance, not necessarily the whole plant.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Connect the quality folders, email and the company’s WhatsApp Business in a few minutes. Customers, agents and departments find the answers in the chat.
