Your personal assistant for your clients’ questions.
A Sokko on your team helps clients understand what to send, what is missing and what happens next, through WhatsApp and email.
Your tools. Your context. A little more breathing room.
What could you hand to Sokko?
Pick an example. See the request, the tools, and an illustrative result.
Document questions
You ask
A client asks on WhatsApp which documents to send for this quarter. Use our approved checklist.
Example toolset
- Gmail
- Google Drive
The result, with SokkoDocument questions
Please send your sales invoices, purchase invoices and bank statements listed in your checklist.
Use the firm's secure upload link for the documents.
Your accountant will confirm if anything specific to your situation is also needed.
Example only. Results depend on your connected tools, information, and permissions.
Missing documents
You ask
Check this client's authorised folder against their checklist and prepare a missing-items reply.
Example toolset
- Gmail
- Google Drive
The result, with SokkoMissing documents
The sales invoices and purchase folder have been received.
The latest bank statement is not in the folder.
The draft asks for that statement without exposing another client's information.
Example only. Results depend on your connected tools, information, and permissions.
Accountant handoff
You ask
This client asks how a new purchase should be treated. Prepare the context for their accountant.
Example toolset
- Gmail
- Google Drive
The result, with SokkoAccountant handoff
The client's question and supplied purchase description are summarised.
The invoice reference is included for the assigned accountant.
No accounting treatment is decided or presented as professional advice.
Example only. Results depend on your connected tools, information, and permissions.
Work with the tools you know.
These tools illustrate the setup. Connect the services you use, add the right skills, and choose what Sokko can access and do.
Explore the integrationsWhatsApp
Customer conversations and handoffs to your team.
Gmail
Customer threads, reply drafts, and follow-ups.
Google Drive
Authorised files, client folders, and document checklists.
Start with one task you know too well.
Connect what you use
Choose the tools and skills for the task. Give Sokko access only to the accounts and files it needs.
Show Sokko how you work
Share your approved information, tone of voice, and rules for when a person should take over.
Start with one real task
Ask in plain language, check the result, and refine the instructions before making it part of your routine.
A few things you might be wondering.
Will it give clients accounting or tax advice?
Use approved firm guidance for routine process questions. Questions requiring professional judgement go to an accountant with the relevant context; each client's records need appropriately scoped access.
What do I need to get started?
A Sokko account, access to the tools involved, and clear instructions for the task. Some workflows need additional skills or configuration. Start with a small task and verify the result.
Do I stay in control of what Sokko does?
You choose the connected accounts, available tools, and permissions. Set review steps for actions such as sending replies or publishing changes, and define when Sokko should hand a task to your team.
Are these connected to a real business?
No. These are illustrative examples with sample information. Your results depend on the sources, tools, and permissions configured for your assistant.