Pasta, rice, oil, tinned tomatoes, pulses, spices: products customers re-order every month and that live on price and promotions. Ugo reminds you what each one bought, who’s signed up for the promo and what’s missing from the shelf.
Grocery sales reps sell the store cupboard: pasta, rice, olive and sunflower oil, tinned tomatoes, pulses, flour, cooking sauces, vinegars and spices. Ugo is an AI assistant on WhatsApp that helps you look after dozens of customers who re-order often, on tight margins, with minimum orders to respect and promotions that change every month. Text him or send a voice note, and he answers using your price lists, your email and your order history.
Your job is about consistency. Independent grocers, convenience stores and symbol group retailers want regular re-stocking and the right promotion for the next cycle. Wholesalers and cash & carries think in pallets and end-of-quarter terms. Restaurants and contract caterers want large catering packs, 10 litre drums of oil, 5 kg bags of pasta. Meanwhile the oil price moves, promotion sign-ups close and end-of-line stock needs placing.
With Ugo your order history, promotion calendar and price lists are one message away. He tells you what a customer bought last month, warns you about promotions about to close and drafts the messages to pitch them. Before he sends anything to a customer or a principal he shows you the text and waits for your “Confirm”. So the re-order comes in before the customer rings the wholesaler.
Simple products, complicated management: lots of codes, lots of customers, lots of re-orders.
The corner shop on the high street takes tinned tomatoes every three weeks, the convenience store takes pasta every month. If you don’t call at the right moment, the customer re-orders from the wholesaler and you lose the sale.
Your principal sends the promotion calendar, and customers must sign up by a set date to be included. Collecting everyone’s sign-up in time, between emails and phone calls, is a race.
Oil, rice and tinned goods change price more often than you’d like. The customer remembers the old price, you need the new one to hand and the date it applies from.
Retail thinks in cases, wholesale in pallets, catering in bulk packs. Minimum orders, on-invoice discounts and year-end rebates change for every channel and every principal.
Re-orders, promotions, wholesalers: everyday situations.
Before you walk into the shop, ask Ugo for the customer’s history from your Excel file on OneDrive. He tells you what they ordered and when, so you suggest the right re-order and spot straight away what they’ve stopped buying.
Skills used
What did Patel’s Superstore buy in September?
From the sheet “Order History 2026”, Patel’s Superstore in September: • Spaghetti 500 g: 8 cases • Arborio rice 1 kg: 3 cases • Extra virgin olive oil 1 l: 4 cases • Chopped tomatoes 400 g: 5 cases Compared with August they didn’t take the chickpeas in water, which they used to order every month.
Your principal has sent the November promotion. Ugo reads the email, sums up products, discounts and sign-up deadline, and drafts the message to send customers from your WhatsApp Business.
Skills used
What promo did Orsini Pasta send for November?
From yesterday’s email from Orsini Pasta: • Durum wheat pasta 500 g, all shapes: 20% off invoice • Egg pasta 250 g: 3 for 2 • Sign-up by 23 October, promotion runs 6 to 19 November
Offer it to Hill’s Grocers
Here’s what I’ll do: Message Hill’s Grocers from your WhatsApp Business: “Morning, in November Orsini are doing 20% off all their durum wheat pasta and 3 for 2 on egg pasta. To be included you need to sign up by 23 October. Shall I put you down?” Confirm?
The cash & carry asks whether its pallet order has been confirmed. If your principal uses Odoo, Ugo reads sales orders and quotations and answers in seconds, without ringing the office.
Skills used
Are Northgate Cash & Carry’s October orders confirmed?
In Odoo I can see two orders from Northgate Cash & Carry in October: • S04218 of 2 October: confirmed, 4 mixed pallets of pasta and rice • S04297 of 9 October: still a quotation, 2 pallets of sunflower oil The second has been waiting for confirmation for 3 days.
A staff canteen asks for a quote on catering packs. Ugo creates the document from your template on Google Drive, filling in customer, products and terms in place of the placeholders.
Skills used
🎤 Voice message (0:21)
Here’s what I’ll do: Create the document “Quote, Ecotec Staff Canteen” from the template “Catering quote”, in the Quotes 2026 folder: • {{client}}: Ecotec Staff Canteen Ltd • Products: penne rigate 5 kg, easy-cook rice 5 kg, sunflower oil 10 l, chopped tomatoes 2.5 kg • {{validity}}: until 31 December Confirm?
Lots of customers, lots of re-orders: Ugo keeps track.
Monday scheduled task: Ugo sends you the promotions closing this week, taken from your principals’ emails.
Before the corner shop you ask for the order history: Ugo tells you they haven’t re-ordered pulses in two months.
At the convenience store the owner signs up for the promotion. One voice note and Ugo drafts the sign-up email to the principal.
The cash & carry asks about a pallet order: Ugo reads it in Odoo and answers straight away.
A restaurant wants the new price of oil in 10 litre drums: Ugo finds it in the updated price list and tells you when it applies from.
Ugo creates the canteen quote from your template on Drive, ready to read through tomorrow morning.
History, price lists, promotions: wherever they already are, Ugo reads them.
A sheet on OneDrive with date, customer, product and quantity. Ugo adds rows after every call and queries it to tell you who’s overdue for a re-order.
Connect the inbox where promotion calendars and price lists arrive, whether it’s Gmail, Yahoo or Outlook. Ugo searches them, sums them up and reminds you of sign-up deadlines.
With access to Odoo, Ugo reads contacts, quotations and sales orders, and creates notes and activities. Orders stay read-only: the office handles them.
A catering quote or a promotion sign-up form with {{client}} placeholders: Ugo creates the filled-in document in seconds.
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.
Keep a simple history, even an Excel file, with date, customer and products. That’s enough to see how often each one re-orders and who has stopped buying a line. Ugo reads that sheet on OneDrive, answers before the call and adds the new order lines after you confirm.
Start from the principal’s deadline and set your own a few days earlier. Then contact customers with a short message: products, discount, dates. Ugo sums up the promotional email, drafts the message for WhatsApp Business or email and sends it only when you tap “Confirm”.
Yes. With wholesalers what matters is pallet terms and order status. If your principal uses Odoo, Ugo reads quotations and sales orders. Otherwise he works from the Excel price lists and your email, where confirmations and requests arrive, and helps you prepare pallet quotes from your template on Google Drive.
Yes. There are dedicated Outlook skills for calendar, email and contacts, plus OneDrive for Word and Excel. Connect the account from the portal and ask Ugo about appointments, emails and price lists just as you would with Google. You can also mix them: Outlook email and price lists on Google Drive, for example, if a principal uses different tools from yours.
It costs €50 a month per person or €550 a year, excl. VAT. Every skill is included, CRM, Maps and voice messages too, with no add-on modules. The price doesn’t change with the number of customers or principals you look after.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Connect your order history and your principals’ email: Ugo tells you who to call on and what to offer them.
