Wealthbox AI agent for Slack and Teams

Put Wopie to work in Wealthbox.

Wopie logs notes, sets tasks and follows up with clients in Wealthbox, so your advisors spend less time typing.

Hire for free

$100 in credits · No card needed

# advisors

Elena in #advisors

@wopie find the Whitfield household and their last note

Wopie Quoted 40 credits before starting

The Whitfields have 3 members. The last note, from 2 October, says they plan to retire in 2028.

Used 36 credits·Answered in #advisors

How Wopie works with Wealthbox.

Wopie is an AI agent that works in Wealthbox for you. You ask in Slack or Microsoft Teams. It finds a client, writes up meeting notes, sets tasks and events, tracks opportunities and starts your usual workflows. It uses your own stages and categories. It asks before anything changes for many clients at once.

1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Wealthbox.
2Wopie does the workIt tells you the credits first, then works in Wealthbox and your other tools, and posts the result in the thread.
3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.

Works in: Slack and Microsoft Teams
Connects: Sign in to Wealthbox once
Category: Sales & CRM
What it can do: 14 Wealthbox actions: 7 look things up, 7 make changes
Price: $100 in free credits, then pay per job

Wopie uses Wealthbox with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Wealthbox, checks the rest and hands back one finished answer.

Everything Wopie can do in Wealthbox.

14 Wealthbox actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 7 only look things up. The rest make changes, inside the access you give it.

Add member to householdChanges
Add a contact as a member of a household.
Create contactChanges
Create a new contact in Wealthbox.
Create eventChanges
Create a new calendar event in Wealthbox.
Create noteChanges
Create a note linked to a contact.
Create opportunityChanges
Create a new opportunity in Wealthbox.
Create taskChanges
Create a new task in Wealthbox.
Find contactLooks up
Search Wealthbox contacts by name, email, and/or phone.
List Category optionsLooks up
List the task categories configured in Wealthbox so agents and users can discover valid category to pass to the Category prop…
List contact optionsLooks up
List Wealthbox contacts so agents and users can discover valid contact to supply to other actions.
List householdsLooks up
Companion list action for the free-form Household id prop.
List Stage optionsLooks up
List the opportunity stages configured in Wealthbox so agents and users can discover valid stage to pass to the Stage prop in…
List Type optionsLooks up
List the user-defined contact type categories configured in Wealthbox so agents and users can discover valid values to pass to…

Safe in Wealthbox by default.

Only what you share
Wopie sees only what your Wealthbox connection allows, and never more than the person who asked.
Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
Every step on record
Each change it makes in Wealthbox is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals