Megasoft
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With Megasoft connected, the agent greets a known caller by name, reads their balance, order status and purchase history, answers product questions with live price and stock, suggests alternatives when an item is unavailable, lists your shipping and payment methods, and can place or cancel an order while the caller is on the line. The connection uses the PRISMA Win eCommerce web service.
Open Integrations - Catalogue - Megasoft - Connect. One connection is shared by the whole company; every agent that turns the Megasoft tool on uses it.
What you need before you start
Section titled “What you need before you start”Ask Megasoft or your PRISMA Win administrator for:
- The Site key of your eCommerce web service. It identifies your company on the Megasoft service.
- The web service username and password.
- If the agent will take orders: the storage (warehouse) code, plus the series, payment, shipping, invoice, purpose and dispatch codes you want on phone orders.
- Only if your company runs its own web service instead of the shared Megasoft one: its SOAP endpoint address.
No tunnel is needed. By default Voice Logica talks to the Megasoft-hosted web service.
What you enter
Section titled “What you enter”Under Advanced settings, all optional:
First setup
Section titled “First setup”-
Integrations - Catalogue - Megasoft - Connect
Enter the Site key, username and password. Fill the order defaults under Advanced settings if the agent will take orders.
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Connect
Voice Logica checks the Site key with Megasoft before saving. The first sync of customers and products then runs in the background, and repeats daily.
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My Agents - your agent - Skills - Tools & Workflows
Turn Megasoft on. Under Operations keep Identify caller by phone and add the ones you need. Leave Auto-identify caller on connect on. Set Max order lines if you enable Create order.
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Save the agent.
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Prove it
Wait a few minutes for the first sync, then call the agent from a phone number stored on a Megasoft customer. The agent should greet you by name. Ask “What is my balance?” and then ask whether a product you stock is available; you should hear the balance and the current stock.
What the agent can do
Section titled “What the agent can do”| Job | Operations |
|---|---|
| Know who is calling | Identify caller by phone; look up customer by name or by customer code; link the caller’s number to the matched customer for future calls |
| Account | Read the customer’s balance; list their orders; track an order’s status, voucher and shipping method; read item-level purchase history |
| Products | Search products by name or code; read one product by code; live customer price and stock; live warehouse stock; alternative items; active offers and promotions |
| Order options | List shipping methods and payment methods |
| Change orders | Create order; cancel order |
Create order and Cancel order write to Megasoft. They only run when you enable them under Operations. Create order uses the order defaults from the connection and needs Default storage code set. Orders with more lines than Max order lines are rejected.
Troubleshooting
Section titled “Troubleshooting”Connect fails
The Site key is the credential Megasoft checks. Copy it again from Megasoft, without spaces. If you filled SOAP endpoint URL, clear it unless your company really runs its own service, and try again.
The agent says the order was rejected
- no Megasoft storage code configured: set Default storage code in the connection.
- the customer username does not exist in Megasoft: Megasoft attaches orders to the customer’s eCommerce username. Customers that exist only in the ERP, without an eCommerce username, cannot receive orders through this connection.
- item codes are not registered: the product is not in the Megasoft catalogue under that code.
The agent does not recognise a caller who is in Megasoft
Caller ID uses the synced customer list from phone, second phone and mobile fields. Check the caller’s number is on the customer card and that Identify caller by phone is selected on the agent. New customers appear after the next daily sync.