Help & getting started
A clear path to your first question
Start where you are. Each guide explains the next step, what you need and how to check the result.
Your setup guides ↓Your setup guides
DE / ENStart safely with wals.pro AI
Find your starting point, connect your AI assistant and get a first result from weclapp.
Set up your account and access
Registration, invitations and activation: choose the right starting point.
Connect weclapp
Address, API token and Live or Demo: connect the correct system.
Connect Claude
Connect Claude to the right system and verify the first read.
Connect ChatGPT
Choose the setup path for your personal account or managed workspace.
Connect other AI clients
Use the supplied setup guidance for Codex, Cursor, VS Code and other clients.
Your first five questions
Start with small read-only requests and check that your connection works.
Review a preview and approve a change
Stay in control of what your AI assistant changes in weclapp.
Change several records in one step
Let your assistant change several customers, suppliers, tasks or articles with one preview and one approval.
Invite your team and understand permissions
Set up individual accounts, assign roles and decide which data and actions each person may use.
Work with your own weclapp key
Store your personal weclapp key so changes run under your name and with your weclapp permissions.
Use skills and house rules
Give your assistant workflow knowledge and add your company’s own rules.
Import price lists and maintain prices
Have your assistant apply sales and purchase prices from a list – with one preview covering every change.
Create a quotation link for your customer
Create weclapp's public link to a quotation that your customer can open without signing in.
Create, review and finalize invoices
Have invoices created as drafts, review them in weclapp and finalize them afterwards in a separate step.
Create a purchase order from a sales order
Order the goods of a sales order from your supplier, linked to the order and only after your approval.
Mark the services of a sales order as finished
Set the “services finished” flag on a confirmed sales order so weclapp completes the related service tasks.
Reports: totals, monthly series and rankings
Ask for revenue per month, your largest customers or a total across many documents, and check what the number refers to.
Link an opportunity to its quotation
Connect an existing sales opportunity to its quotation and adopt the quotation's net value after your approval.
When something does not work
Narrow down connection errors, missing permissions and unclear results step by step.
Work as a partner in the partner portal
For weclapp partners: roles, setup, branding, support route, customer registration and approvals by your customers.
Key terms explained
The essential words for setup, connections and safe use.
Create a blanket purchase order or blanket sales order
Create blanket purchase orders and blanket sales orders with article, total quantity and validity period, with a preview and only after your approval.
Read with your AI assistant
Give your assistant the public guide or download its text. You never need to share an API token in the chat.
All guides as text ↗Guide index for AI assistants ↗Open the platform
To change your setup or connect weclapp, sign in to the platform. You can read all of these guides without an account.
Open the platform ↗