Yossi — your new secretary

Run your community on WhatsApp with Yossi

Connected to your CRM and to everything Unisoft knows about your community, Yossi turns a simple WhatsApp message into notes filed, forms created, campaigns sent and numbers answered. No new app to learn — you already have WhatsApp open.

  • Connected to your community data
  • Executes real actions in Unisoft
  • Speaks your language

Included in Unlimited · On WhatsApp and in the Unisoft app

// notes everything// creates forms// sends campaigns// answers with your numbers// reminds you in time

What Yossi does

Everything a great secretary would do — at any hour

Whatever you do or want to do, tell him. He writes it down, files it, and when it is an action, he runs it.

Logs everything

A chat in the street, an idea in the car — send it to Yossi and it lands in the right member file, never in a forgotten notebook.

Creates forms & pages

Registration forms, donation pages, event pages — described in one message, built and published in seconds.

Sends campaigns

Email, WhatsApp or SMS, on the segment you name. He drafts, you approve, he sends.

Answers with your numbers

Donations this month, who came last Shabbat, which pledges are late — ask in plain words, get the real figures.

Reminds you in time

Yahrzeits, follow-up calls, unpaid pledges. Yossi keeps the calendar so nobody slips through.

Executes in the system

Not a chatbot that explains where to click. He does the action in Unisoft, and reports back when it is done.

How it works

Three steps, zero new habits

01

Tell him

Voice note or text, in your words, in your language. From WhatsApp or straight inside the Unisoft app.

02

He files and executes

Notes go to the right file. Actions run in Unisoft. Nothing is lost between a conversation and the system.

03

You stay in control

Anything that goes out to your community — a campaign, a message — waits for your OK first.

Coming soon

Shlomi

Your coach

Yossi handles the day. Shlomi builds the direction. You set your goals with him — he helps you choose them from your financial, geographic and demographic reality, and your schedule. Through the day he sends you the next things to do. And in the evening, you debrief together.

  • Goals grounded in your actual situation — not generic advice
  • Next steps pushed through the day, sized to your schedule
  • An evening check-in to close the day and set tomorrow
Get notified at launch

Put Yossi to work this week

Book a demo — bring a real task you did yesterday, and watch Yossi do it in front of you.

Included in Unlimited · Works in your language