# Megasoft

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.

  <ShotPlaceholder
    src="/assets/integrations/megasoft.png"
    name="megasoft-connect"
    alt="Connect Megasoft dialog with Site key, Username and Password"
    capture="Connect Megasoft dialog."
  />

## 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

- **Site key** (required) — From Megasoft. This is the value that is checked when you connect.
- **Username** (required) — The web service user.
- **Password** (required) — That user's password.

Under **Advanced settings**, all optional:

- **SOAP endpoint URL** — Leave empty to use the shared Megasoft endpoint. Fill it only for a self-hosted service.
- **Store name** — A name for this connection.
- **Default storage code** — The warehouse used for orders and for live price and stock. Required before the agent can create orders.
- **Default series (SeiraPar)** — Document series for phone orders.
- **Default payment code** — Payment method applied to new orders.
- **Default shipping description** — Shipping method applied to new orders.
- **Default invoice code** — Document code (InvoiceCode) for new orders.
- **Default purpose (SkoposDiak)** — Movement purpose, for example ΠΩΛΗΣΗ.
- **Default dispatch place** — Loading place, for example ΕΔΡΑ ΜΑΣ.

## First setup

1. **Integrations - Catalogue - Megasoft - Connect**

   Enter the Site key, username and password. Fill the order defaults under **Advanced settings** if the agent will take orders.

2. **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.

3. **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**.

4. **Save** the agent.

5. **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

| 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

**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.

## Next Steps

[Get an integration working](https://docs.voicelogica.ai/integrations/) - company connection, then the agent tool.  
[Tools & Workflows](https://docs.voicelogica.ai/agent-configuration/built-in-tools/) - where the Megasoft tool is turned on.  
[Pylon](https://docs.voicelogica.ai/integrations/erp/pylon/) · [Soft1](https://docs.voicelogica.ai/integrations/erp/soft1/) · [SAP](https://docs.voicelogica.ai/integrations/erp/sap/) - other ERP connections.