UPGEAR Assist · with Saathi

Ask in your own words. Saathi shows you where to click.

Saathi sits in the corner of every UPGEAR screen. Type, speak or paste a screenshot. It reads your records the way your login sees them, then opens the right screen and points at the button.

Ask in English and 9 more
Changes nothing without your Yes Sees only what your login sees Shows you where to click Old Excel in, import file out
Book a demo
UPGEAR › Company › Edit Company
Primary Address Bank Signatures Print
Invoice Signature Image
Certificate Signature Image
Certificate Signatory Name
Certificate Signatory Designation
Need a hand?
UPGEAR Assist25 questions left today
Type it
|
Ab kisi ko phone nahi.
9:00 AM · Monday at Sentinel Pest, Pune

Ask a help page why Neha can’t see invoices. It has no idea.

Or why your Outstanding report shows ₹2,950 when you expected more. These questions need your records, so Saathi reads them first. Tap a person to hear what they asked.

“How do I put my signature on the certificate?”
Shows you where to clickOpens Company › Signatures and rings each box in turn.
On every screen, bottom right Reads your records as your login does Does the step with you, after your Yes
Move your pointer around. Saathi’s eyes follow it, a few pixels at most.
On the launcher and at the top of the panel.
9:05 AM · Meet Saathi

Saathi is the one you call.

Saathi means companion. It waits in the corner of every UPGEAR screen as Need a hand?, with a green dot to say it is there. It looks like a support contact you can call, because that is how it behaves. The real one is in the bottom-right corner of this page.

Saathi never nags
It never takes the cursor from what you are typing.
An offer of help goes away by itself after 25 seconds. ON THIS PAGE
An error you waved off is not offered again in that tab.
Three “Not now”s and it stays quiet for the rest of the visit. ON THIS PAGE
Instructions such as “Please select a customer” are not errors, so it leaves them alone.
It keeps still when your computer is set to reduce motion, and never appears on a printed page.
9:10 AM · Kavya opens the panel

Open the panel and pick what you need done.

Press Need a hand? and the panel opens with a tile for each job, because an empty chat box tells nobody what it can do. Try the tiles on this page.

Try each one on this page 0/7
ASKED MOST ON THIS SCREEN Help me start invoicing Where can I see pending visits? As the owner, what should I check every day? These three change with the screen you are on.
9:30 AM · Four ways to ask

Ask the way you’d ask a colleague.

UPGEAR Assist↻ new chat
|
Entersends Shift + Enternew line
Start a new conversation (the circular arrow at the top) when the topic changes. Every question carries the ones before it, so one early wrong turn colours the answers after it.
10:15 AM · A new coordinator

It takes you to the right box, one step at a time.

Press Show me on Company. Assist opens the screen, rings the right box in yellow and says one line about it. Next goes to the following step, even onto another tab. Try the five steps.

UPGEAR Assist
How do I put my signature on the certificate?
1The certificate signature comes from Company, not from the certificate. Open your company record, go to the Signatures tab and upload the image in Certificate Signature Image. Then fill Certificate Signatory Name and Designation so the name and title print with it.
2
3
Where do I generate a certificateShow me the certificate template
Did that help?That was not right
1 the answer, in UPGEAR’s own field names2 Show me on [screen]3 what you may ask next
UPGEAR › CompanyWALK 0/5
Company
Sentinel Pest SolutionsPune · Head office
Sentinel Pest SolutionsNashik · Branch
New coordinator? She learns on her own records, step by step, without waiting for someone senior to be free.
11:40 AM · The owner asks about money

Ask what’s outstanding. Get your actual figure.

Before it writes a word, Assist looks things up. Pick a question and watch what it checks first. Answers are from a demo company.

What it looked atbefore writing a word
·The outstanding ledger your Outstanding report uses
·The report’s own filters, Branch and Sales Person
·Who owes it, and how old each bill is
A filter left set is the usual reason two totals disagree.
How much is outstanding right now?
What Assist can read for you
A visit’s storyA contractAn invoiceWho owes whatWho can see whatWhatsApp and Maps
12:30 PM · Addresses coming through blank

It changes a setting only after you press Yes.

When Assist finds the cause, it shows a card: how things are now, how they will be after, and one button. Ask Joseph’s question and press Save.

UPGEAR AssistJoseph · admin
Are my WhatsApp and Google Maps set up correctly? Please check.
Attendance · todayPune
Rakesh · 09:12Address not available
Imran · 09:31Address not available
Sameer · 09:48Address not available
From a demo company. Button wording simplified.
Only seven kinds of change, each on its own card
1Switch WhatsApp over to a provider2Save your Google Maps key3Fill in addresses saved as “Address not available”4Create missing service types, sources or areas5Let a user see other staff’s records6Let a role open a screen7Send this to the UPGEAR team
A card neverGuess your dataDecide for youTake access awayGo round a permission
Dates, rates, quantities, who does a visit: Assist opens the screen for you, and stops there.
2:00 PM · Anita’s old Excel

Send your old Excel. Get back a file UPGEAR can import.

Years of customers in a sheet of your own design. Assist rewrites it in the importer’s own headings and order, and checks every value against your masters before anything is imported.

01 · YOUAttach the sheetThe paperclip in the panel. An .xlsx up to 30 MB.
02 · ASSISTReads and checks itEvery lookup value is decided the way the importer will decide it.
03 · YOU DECIDEApprove the mastersA card offers to create what is missing.
04 · YOU GETTwo filesThe import file, and a file of the rows that still need you, empty cells shaded.
UPGEAR AssistAnita · day one
XLSX Old Customer List.xlsx26 rows · 84 KB
Two files will land here.One ready to import, one with the rows that still need you.
Nothing is inventedEvery cell comes from your sheet or from a choice you made. A made-up phone number would look exactly like a real one.
Close spellings are reportedWhen the importer would change “Karve Ngr” to a name you have, Assist tells you first.
Held for half an hourIn memory only. Only the login that sent the file can download the result. .xlsx or .xlsm, up to 30 MB.
3:20 PM · An email that would not send

When an error pops up, Saathi asks about it for you.

When an error appears, Saathi steps out beside it. One press sends the error’s words and the screen it came from, so nobody retypes a message they did not understand. Press Send.

UPGEAR › Visits › V-1182 › Email service report
Toaccounts@shreeclinic.in AttachmentService report V-1182.pdf
33 need you
Emails are failingWith the mail server’s own words, from the last 7 days.
WhatsApp messages failedAnd how many went to customers saved with phone 0.
Contracts with undated linesLines that will never bill or come up for renewal.
Saathi also checks the last seven days for failures nobody is watching. Only the manager who can fix each one is told, once a day.
Errors UPGEAR has seen before arrive with their real cause attached
Gmail 5.7.8Gmail needs an App Password, with 2-Step Verification switched on.
Microsoft 5.7.139Authenticated SMTP has to be switched on for the mailbox.
Int32 … Path: $[0]The browser filled a saved login into a picker box. Assist explains the fix.
Reference UE-…An unexpected error carries a reference the UPGEAR team can trace.
4:10 PM · The field team writes in

Ask in Marathi, get the answer in Marathi.

Assist replies in the language of each message. Screen and button names stay in English, so the answer still matches your screen.

UPGEAR Assist
सर्टिफिकेटवर सही कशी लावायची? सही एकदाच Company स्क्रीनवरच्या Signatures टॅबमध्ये भरायची असते. तिथूनच प्रत्येक सर्टिफिकेटवर उमटते. Show me on Company → Saathi’s working messages, “Did that help?” and the walk’s buttons follow the chat’s language too.
You write it like this. Assist answers in… Speak instead of typing. Hold the mic and talk. The words are sent as heard.
5:00 PM · Who can see what

Assist can only see what your login can see.

Every lookup runs with your login’s own permissions, on UPGEAR’s server. A question cannot reach a record your screen would not show you.

Assist will
✓Read your records as your screen does for your login
✓Show you the change before anything is saved
✓Show the whole email before anything goes to UPGEAR
✓Say plainly when it cannot help, and flag it for a person
✓Forget the chat when someone else signs in on that tab
Assist will never
✕Show records your login cannot see
✕Change a setting without your press
✕Fill in dates, rates or quantities for you
✕Take away anyone’s access or permissions
✕Promise work from the UPGEAR team
How that is enforced
The screen’s own rulesVisits, contracts and invoices are read through the same list that fills the screen, team filter included. No permission, no answer.
One login per tabSign in as someone else on that tab and the chat, alerts and walk are cleared before the panel opens.
A log without namesUPGEAR keeps questions and answers to improve Assist. The person is a key, never a name, and anything shaped like an API key is masked.
6:00 PM · Kavya’s day sheet

By 6 PM, Kavya hadn’t called support once.

Every line below happened on this page. A tick means you’ve seen it. Tap a line to go back.

Kavya · Monday · Sentinel Pest 0/10 seen
6:20 PM · Quick ones before home

A few last questions before everyone leaves.

 How many questions can we ask?
25 a day per person and 400 per company, reset at midnight. Only a question that gets an answer counts, and confirming a card is free. The UPGEAR team can raise both.
Tomorrow, 9:00 AM · Your turn

Tomorrow morning, ask Saathi this first.

1“Check my data for problems” to see what is quietly wrong.
2“Show me how to…” anything your team asks you about most.
3Attach the Excel sheet you have been meaning to import.
0 of 7 tried. Aur dekhein?