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Chattree
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Chattree

Turn Excel into AI assistants for your business in 15 min.

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Chattree is a no-code conversational AI builder designed for SMBs. Forget complex decision trees or coding. Just upload your business data in an Excel file, and Chattree turns it into a smart, conversational assistant that reads, updates data, captures leads, and answers questions across WhatsApp, Instagram, and Web—all in real-time.

Unlike traditional bots based on rigid decision trees, Chattree uses an "intelligent agent" that reads and reasons directly over your business data, using Excel spreadsheets as its primary knowledge base.

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Features

  • Direct Excel Integration: Skip complex migrations. Upload your inventories, catalogs, or schedules in Excel, and the bot will learn everything about them in seconds.
  • Multi-channel Presence: Engage with your customers simultaneously on WhatsApp, Instagram, Telegram, Facebook Messenger, and through a custom web widget.
  • RAG-Powered AI: Utilizing Retrieval-Augmented Generation (RAG) technology, the bot provides precise answers based on your files, preventing "hallucinations" or incorrect information.
  • No-Code Setup (20 Minutes): Built for business owners without programming skills. Our guided assistant gets your bot up and running in less than half an hour.
  • Integrated CRM & Human Handoff: Monitor conversations in real-time, automatically capture lead data, and pause the bot at any time for human intervention.

Use Cases

  1. Clinics & Medical Offices: Automating appointment scheduling, answering service-related FAQs, and managing patient reminders.
  2. Clothing Stores & Retail: Instant inventory checks for sizes, colors, and availability directly via WhatsApp or Instagram.
  3. Real Estate Agencies: Semantic property search (e.g., "looking for a 2-bedroom apartment near downtown") based on an Excel property list.
  4. Restaurants: Automated menu inquiries, business hours information, and basic order taking.
  5. Wholesalers & Distributors: Automatic product quoting and order registration based on dynamic price lists.

Comments

Hi everyone, I’m Victor Ponce, the creator of Chattree. I want to share the problem we are trying to solve and why we built this product. Most small and medium-sized businesses lose potential customers every day for two simple reasons: they respond too slowly to messages, and the tools available to automate customer conversations are either too complex or too rigid to use effectively. In practice, many of these businesses already run their operations using simple tools like Excel or Google Sheets. Their pricing, services, inventory, and customer information already live there. However, when they try to automate customer communication, they are forced into chatbot builders that require complex logic, flows, and technical setup that do not match how they actually work. Chattree was created to remove that friction. Instead of forcing businesses to change their workflow, we turn their existing Excel files into an AI assistant. The process is simple. You upload your spreadsheet, describe your business in plain text, and within minutes you get a fully functional AI assistant that can communicate with your customers across WhatsApp, Instagram, and your website. Unlike traditional chatbots that rely on predefined flows, Chattree understands the context of your data and responds naturally, like a real team member. This allows businesses to: • Answer questions about pricing, services, and availability in real time • Capture and qualify leads automatically • Support customers and help close sales without manual intervention We also added a few key tools to give businesses full control without leaving the platform: 1. Real-time spreadsheet editor Any change made to your data is instantly reflected in the AI’s responses, without retraining or reconfiguration. 2. Unified inbox All conversations from WhatsApp, Instagram, and web are managed in one place, with the option to take over manually at any time. 3. Multi-assistant support Users can create and manage multiple independent assistants from a single account, which is useful for businesses with different brands or product lines. The goal of Chattree is to remove the technical barrier between business data and artificial intelligence so companies can focus on serving customers and increasing sales instead of managing complex automation tools. I would appreciate your thoughts on the idea and execution. I will be here throughout the day answering questions and responding to comments.

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Comments

Hi everyone, I’m Victor Ponce, the creator of Chattree. I want to share the problem we are trying to solve and why we built this product. Most small and medium-sized businesses lose potential customers every day for two simple reasons: they respond too slowly to messages, and the tools available to automate customer conversations are either too complex or too rigid to use effectively. In practice, many of these businesses already run their operations using simple tools like Excel or Google Sheets. Their pricing, services, inventory, and customer information already live there. However, when they try to automate customer communication, they are forced into chatbot builders that require complex logic, flows, and technical setup that do not match how they actually work. Chattree was created to remove that friction. Instead of forcing businesses to change their workflow, we turn their existing Excel files into an AI assistant. The process is simple. You upload your spreadsheet, describe your business in plain text, and within minutes you get a fully functional AI assistant that can communicate with your customers across WhatsApp, Instagram, and your website. Unlike traditional chatbots that rely on predefined flows, Chattree understands the context of your data and responds naturally, like a real team member. This allows businesses to: • Answer questions about pricing, services, and availability in real time • Capture and qualify leads automatically • Support customers and help close sales without manual intervention We also added a few key tools to give businesses full control without leaving the platform: 1. Real-time spreadsheet editor Any change made to your data is instantly reflected in the AI’s responses, without retraining or reconfiguration. 2. Unified inbox All conversations from WhatsApp, Instagram, and web are managed in one place, with the option to take over manually at any time. 3. Multi-assistant support Users can create and manage multiple independent assistants from a single account, which is useful for businesses with different brands or product lines. The goal of Chattree is to remove the technical barrier between business data and artificial intelligence so companies can focus on serving customers and increasing sales instead of managing complex automation tools. I would appreciate your thoughts on the idea and execution. I will be here throughout the day answering questions and responding to comments.