Blogs on Vio

Create an invoice from an order

Wed, 21 Oct 2026 00:00:00 +0000

An order comes in on WhatsApp. You reply with a price, the customer agrees. Then comes the part that never feels finished: making the invoice. You open Word, hunt for a template you saved somewhere ages ago, and retype the items you already typed into the chat five minutes ago.

This post covers two ways to create an invoice from an order. First, the manual way most people learn, including the part that rarely gets discussed: what happens when the order changes. Second, creating the invoice from an order already recorded in your workspace, so nothing gets typed twice.

Create your first AI assistant in Vio

Wed, 21 Oct 2026 00:00:00 +0000

The first assistant you configure decides whether every later conversation feels useful or repetitive. Set it up once, properly, and you stop explaining your business from scratch: the assistant already knows who you are, what currency you work in, and what you sell — and it works directly on the customers, products, and orders in your workspace. This tutorial walks through the whole setup in order: create the assistant, set its identity, tell it about your business, choose its skills, take it for a spin, and reach it from your phone.

Send invoices & mark them paid without leaving chat

Wed, 21 Oct 2026 00:00:00 +0000

The order was packed, the goods went out, the invoice landed in the customer’s chat. Two weeks later they ask for a copy, and you start scrolling — was their version before or after you fixed the shipping cost? The actual question — has this customer paid? — still lives in your head, alongside eleven other orders you’re waiting on.

The gap between “sent” and “known to be paid” is where invoices quietly rot in a lot of small businesses. In Vio, both sides of that gap are records: the invoice is generated from the order and stays linked to it, and payment is a set of fields you update on the order itself. This tutorial walks the full loop — invoice, send, mark paid — and shows which steps you can run by chat with your assistant instead of on the screens.

Teach your assistant your business

Wed, 21 Oct 2026 00:00:00 +0000

A common worry about AI assistants is “how will it know my business?” With Vio, the honest answer is simple: it knows what your workspace knows — from the very first message. Teaching it is not a prompting trick but a setup job: put the facts where the assistant can read them, fix its tone once, and steer conversations that drift.

This post walks through what the assistant actually reads: the settings that describe your business, the records it answers from, the personality you configure once, and the controls for a live conversation. If you have not created an assistant yet, start with how to create your first AI assistant in Vio.

How to connect Vio to WhatsApp (QR pairing guide)

Tue, 20 Oct 2026 00:00:00 +0000

Your assistant lives inside the Vio app. Your day, though, happens in WhatsApp — checking whether an order went out, chasing a supplier, wondering what sold this week while you’re away from your laptop.

Connecting Vio to WhatsApp closes that gap. You scan a QR code once, and the assistant in your workspace becomes reachable from the app you already keep open all day: a WhatsApp AI assistant that knows your business and can work with your real records.

How to set up a Telegram bot for Vio (BotFather guide)

Tue, 20 Oct 2026 00:00:00 +0000

Telegram is arguably the fastest text-first interface to your back office. It is light, it is already on your phone, and it is pure conversation — which makes it a natural home for a business assistant. Connect a Telegram AI assistant to Vio and the assistant you configured in your workspace comes with it: the same persona, the same skills, and the same access to your customers, products, orders, invoices, and analytics.

Run your back office from WhatsApp with Vio

Tue, 20 Oct 2026 00:00:00 +0000

There was a time when closing a sale meant walking back to a desk, opening a laptop, and typing what just happened — customer, items, quantity, payment — into an order form. This tutorial on the WhatsApp AI assistant for business shows what a full day of that work looks like when it happens in a chat thread instead.

One thing to set straight first: the assistant does not talk to your customers. Vio is a back office, not a customer-facing chatbot, POS, or support desk. You — the owner — message your own assistant on WhatsApp, and it does real work on your workspace data: look up or create customers, orders, and products, draft an invoice from an order, and answer questions about sales and performance.

Vio channels compared: WhatsApp vs Telegram assistant

Tue, 20 Oct 2026 00:00:00 +0000

You’ve set up an assistant in Vio, wired it into your orders and customers, and it genuinely helps. Then comes the practical question every owner asks: which messaging app should you connect first — WhatsApp or Telegram?

Search “WhatsApp vs Telegram” and you’ll mostly find feature fights about things that have nothing to do with running a business. None of that helps you decide. Here’s the honest answer, before anything else: in Vio, the assistant behaves the same on either channel. The real differences are in how you connect each channel and how you manage its credentials afterwards. This post compares exactly those things — nothing invented, nothing padded.

How to create an order in Vio

Sat, 24 Aug 2024 00:00:00 +0000

Orders are where everything comes together: a customer, the products they bought, shipping details, and payment. This is the heart of your back office — and in Vio it’s a single form.

Before you start, make sure the customer already exists in your workspace, since orders are attached to an existing record.

The Add Order form links a customer, line items, and shipping in one place.

How to connect a channel to your assistant in Vio

Fri, 23 Aug 2024 00:00:00 +0000

Your assistant lives in the Vio app, but your customers don’t. Channels are how you bridge that gap — they link a messaging platform to one of your workspace’s assistants so it can keep working with you beyond the web and Android app.

Channel creation is admin-only, and you can connect more than one platform to suit your business.

The Create channel dialog links a messaging platform to an assistant in your workspace.

How to add a product in Vio

Thu, 22 Aug 2024 00:00:00 +0000

Products are the things you sell. Every order line item points back to a product, so a solid catalog — with prices and stock levels — makes the rest of your back office run smoothly.

You can add products by chatting with your assistant or by filling in the short form. Both give you the same clean record.

The Add Product form covers the essentials: name, SKU, pricing, and inventory.

How to add a customer in Vio

Wed, 21 Aug 2024 00:00:00 +0000

Every order in Vio starts with a customer. Before you can sell to someone, their record needs to exist — so setting up customers is one of the first things worth doing in a new workspace.

There are two ways to add one: ask your assistant in plain language, or fill in the form yourself. Either way, the result lands in the same place.

The Add Customer form keeps things short: name, an optional reference ID, contact details, and notes.