Restaurants, supermarkets, corner shops, wholesalers: every customer wants the right price and an answer straight away. Ugo keeps your price lists, diary, email and CRM together, and you text him or send a voice message between calls.
An app for food sales agents has to be where you are: in the car, at a deli counter, in the back of a pizzeria at three in the afternoon. Ugo is an AI assistant that works in WhatsApp. Ask him the price of a line, a customer’s order or the route to your next call, and he answers using the tools you’ve connected: calendar, email, files, CRM.
Food sales has a rhythm few people understand. You work for several principals, each with its own price list, promotions and minimum order. Foodservice wants calls in the quiet spell between lunch and dinner, the multiples want buyer meetings and promotional deadlines met, independent retailers want trust and a regular face, and wholesalers and cash & carries want clear terms on volume. And in the evening there are still the orders to type up.
Ugo doesn’t replace your order system or your relationship with customers: he takes the searching and the retyping off your hands. He finds the figure in the price list, drafts the order email to the principal and updates the CRM after a call. Before he sends or changes anything he shows you what he’s about to do and waits for your “Confirm”. If you work in a specific sector you’ll find dedicated pages below: bakery, grocery staples, fresh food, dairy, confectionery, wine and drinks.
It isn’t the selling that wears you out. It’s everything around it, multiplied by the number of principals and customers.
Foodservice prices, retail prices, wholesale terms, pallet discounts: every company sends its own file, in its own format, and updates it whenever it likes. Finding the right price in front of the customer takes minutes you don’t have.
The customer reels off the order at the counter or on the phone, and you jot it down wherever you can. Then at home you copy it into the principal’s order form and email it. One more step, and every step is a chance for a mistake.
The restaurant is only free after 3pm, the supermarket wants an appointment with the department manager, the shop shuts on Wednesday afternoon. Fitting it all together around distances and traffic is a job in itself.
Your principal wants calls, opportunities and notes logged in its CRM. You’d happily do it, but it’s awkward on a phone, and by the end of the day you can’t remember what the third customer told you.
Four moments from an ordinary week, sorted with a message or a voice note.
Tomorrow you’re in a town where you have few customers? Ask Ugo for the restaurants or delis in the area: he gives you up to ten results per search, with address, phone, website and ratings, so you plan the day around real names.
Skills used
I’m in Harrogate tomorrow afternoon. Find me some independent restaurants in the centre I don’t know
Here are some independent restaurants in central Harrogate: • The Market Kitchen, Station Parade: 4.6 ★, tel. 01423 ... • The Old Bell Bistro, Montpellier Hill: 4.4 ★ • The Courtyard, Cheltenham Crescent: 4.5 ★, menu on their website Tomorrow you’re free from 2:30pm to 6pm. Shall I add a reminder to drop in?
Yes, 3pm at The Market Kitchen
Here’s what I’ll do: Create the appointment “Call: The Market Kitchen” tomorrow from 3:00pm to 3:45pm, Station Parade, Harrogate. Confirm?
Is the principal’s price list an Excel file on OneDrive? Ugo reads it and gives you the price for the right channel, the case size and the minimum order. No more zooming into spreadsheets on your phone.
Skills used
Foodservice price for the organic passata 700 g, Dales Larder price list
From the file “Dales Larder Price List 2026” (Foodservice sheet): • Organic passata 700 g: £1.18 per unit • Case of 12 • Minimum order: 10 mixed cases Prices updated 1 September.
You leave the shop and send a voice note with the order. Ugo drafts the email to the principal’s order office, with customer, lines and quantities laid out. You check and confirm: no typing up in the evening.
Skills used
🎤 Voice message (0:24)
Here’s what I’ll do: Email orders@daleslarder.co.uk Subject: Order, Booth’s Village Stores, Ripon 1. Organic passata 700 g: 10 cases 2. Chopped tomatoes 400 g: 6 cases 3. Chickpeas in water 400 g: 4 cases Delivery by Friday. Confirm?
After the call you tell Ugo how it went. He writes the note on the right contact in HubSpot and creates the task to ring the customer back, so your principal sees your work and you don’t lose the follow-ups.
Skills used
Saw Bistro Grey: interested in the sauce range, they want samples. Remind me to call them back in two weeks
Here’s what I’ll do: • Add a note to “Bistro Grey” in HubSpot: interested in the sauce range, samples requested • Create the task “Call Bistro Grey back” for Monday 26 October Confirm?
From breakfast to the last order, Ugo steps in when you need him and messages you first when you ask him to.
Scheduled task: Ugo sends you today’s calls with addresses, plus the principals’ emails that came in overnight.
At the supermarket the department manager asks for a new product’s spec sheet: Ugo finds it in the principal’s Drive folder and sums it up for you.
Before you drive off you send a voice note with the order from the shop you’ve just visited. Ugo drafts the email to the principal, you confirm.
Between lunch and dinner you go round the restaurants: ask Ugo for the quickest route with current traffic.
The wholesaler asks for pallet terms: Ugo looks them up in the Excel price list and answers in seconds.
Three voice notes and the CRM is up to date: call notes and follow-up tasks for next week.
Ugo works with what you already use. Here’s where to start.
Put your principals’ price lists in a dedicated folder. Ugo reads them, compares channels and, if you like, sends you the tables as an image to forward to the customer.
With the Company websites skill Ugo learns the websites of the companies you represent: pack sizes, ingredients, certifications. He answers quoting the page the information comes from.
If a principal gives you access to its CRM, connect it: Ugo reads customers and deals, adds notes and tasks, moves stages. Always after your “Confirm”.
An order form or sales proposal on Google Drive with placeholders: Ugo creates a filled-in document for each customer, in the folder you choose.
Some business systems and software for sales agents offer an MCP server. If yours does, you can connect it to Ugo and query it from WhatsApp, just like the other skills.
The most useful Ugo features for this job, starting with the first one to turn on. You switch them on from the portal in a few minutes.
Every sector has different clients, products and rhythms: choose yours.
For reps selling flour, yeast, bakery mixes and frozen bakery to bakers, pizzerias, patisseries and cafés: spec sheets, bakery trials and Christmas and Easter bookings.
Discover Ugo for bread, pizza and bakery agentsFor reps selling pasta, rice, oils, tinned goods, sauces and spices to independent grocers, convenience stores, wholesalers and caterers: re-orders, promotions and price lists always to hand.
Discover Ugo for grocery staples agentsFor reps selling cooked meats, meat, fresh produce and deli lines to butchers, delis, restaurants and supermarket counters: order cut-offs, short shelf lives, cold chain and complaints handled fast.
Discover Ugo for fresh food agentsFor reps representing creameries and cheesemakers to cheese counters, pizzerias, cafés and restaurants: PDO cheeses, maturities, pizza mozzarella, dates and returns handled from WhatsApp.
Discover Ugo for milk and dairy agentsFor reps selling chocolate, sweets, biscuits and seasonal lines to cafés, newsagents, vending operators and supermarkets: Christmas, Easter and Halloween bookings, display units and unsold stock under control.
Discover Ugo for sweets and confectionery agentsFor 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 agentsIt depends on how you work. If a principal has given you its own system, you need something that sits alongside it without changing your habits. Ugo works in WhatsApp: he reads price lists, drafts order emails, manages your diary and updates the CRM. It isn’t another program to learn, it’s an assistant you message like a colleague.
Group customers by area and by time of day: foodservice in the early afternoon, independent shops in the morning, the multiples by appointment. Then leave room for new prospects. Ugo helps you find free slots in your diary, searches for new venues in the area with Maps and works out routes with live traffic.
Keep one file per principal, with a consistent name and the update date, all in one folder. When you ask Ugo for a price, name the principal or the product: he looks in the right price list and tells you which file and sheet the figure comes from, so you always know it’s the current version.
No, and he isn’t connected to online shops. You take the order from the customer, Ugo puts it into shape: he drafts the email to the principal’s order office, fills in a template on Drive or adds the lines to an Excel file on OneDrive. Nothing goes out until you tap “Confirm”.
No. Ugo works inside WhatsApp, which you already have. You connect your tools once from the portal at app.ciaougo.com, then text or send voice messages in your chat with Ugo. He only answers verified numbers, so nobody else can use him in your place. Any phone with WhatsApp will do.
It costs €50 a month per person, or €550 a year, excl. VAT. The price includes every skill: calendar, email, files, CRM, Maps, voice messages. If you work in an agency or with colleagues, each person has their own account in the same team.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Connect price lists, diary and email in a few minutes and try Ugo on your next round of customers.
