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Agents Library

Update Flows

What do you want to do today?

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Done. The Talker agent informed us that the automatic conversation with

Now you can have automatic conversations with this agent. First, you must write a message to a Talker agent indicating what topics you should discuss with the agent

Remember to be very descriptive and clear in your message, so that the Talker agent can understand your message and communicate it to the agent

This functionality is experimental and under development.

Automatic conversations

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The place where you can manage your agents.

Notifications

Our technical team is ready to help you implement all the necessary endpoints for a successful integration.

Need help with integration?

Customer Credit Lines Query

If different customers have different catalogs/warehouses, access to these is needed.

Customer-specific Catalogs/Warehouses

If different customers have different price lists, access to these is needed.

Customer-specific Price Lists Query

Be able to issue invoices for customer orders.

Invoice Issuance

Order Cancellation

Order Modification

View details and current status of an existing order.

Order Query

Get overdue invoices from different customers.

Overdue Invoices / Customer Delinquency Query

Be able to create and issue shipping guides for created orders.

Shipping Guide Issuance

Any available webhook that reports on important events (inventory update, price, etc...)

Webhooks for Important Events

Allow authentication with the ERP and obtain access token.

System Authentication

Get address, tax ID and contact according to customer.

Customer Identification

Send complete orders with customer, address and products.

Order Creation

Price Query

Get name, SKU, unit and other details from the product catalog.

Product Query

Stock Query

These endpoints enhance functionality and provide advanced features when available.

Optional Endpoints

These endpoints are fundamental for the basic functioning of SmartUp with your ERP.

Essential Endpoints

This document contains the ERP requirements for SmartUp clients. Please review the document and ensure that the required APIs exist and all optional ones that the client may need.

ERP API Requirements

Trends, strategies, and stories about AI and how to apply it in the business world.

Latests Posts

Let's talk about how SmartUp Orders can improve your processes and boost your sales.

Transform your business with AI now

Orders are received and processed without manual intervention.

Fully automated, 24/7

Interprets slang and informal language, improves over time, and optimizes order handling.

AI that understands and learns

Seamless ERP integration

Apply your business rules: check stock, flag overdue payments, suggest replacements, and more.

Smart workflows

WhatsApp, email, voice, images—your customers order their way.

Orders from any channel

Automatic reports to enhance your operations.

Real-time data insights

Features that adapt to your business

Products

Schedule a personalized demo with our experts and discover how our solutions can revolutionize your operations.

Ready to Transform Your Business?

The orders are handle automatically by SmartUp Orders and recorded in the ERP

Watch the Changes in the ERP

Name

Purchase Order Details

See how SmartUp Orders work, try our tool!

Experience SmartUp Orders in Action

Tell us something about your business

Experience SmartUp Orders for Free: Live Interactive Demo

SmartUp Orders captures orders from email, whatsApp and other channels, processes them with AI, and inputs them directly into your ERP.

Automate order-taking with AI

Streamline your operations with intelligent automation

Email, whatsapp, voice, images... your customers can order however and whenever they want.

Receive orders 24/7 from any channel and format

Understands slang, checks stock, suggests replacements, and alerts about overdue payments.

The Order is Processed by AI

Creates the sales document in your ERP, ready for fulfillment.

The Order is Created in your Software

How SmartUp Orders Works

Serve all the customers and orders you want effortlessly, in real-time.

time on order processing

Free your team from manual tasks and let them focus on closing more deals.

Time for your sales team

Personalized attention in the channel and format your customers prefer,  24/7.

Customer satisfaction

Discover how SmartUp Orders has helped our clients scale their businesses.

The SmartUp Orders Effect

SmartUp Orders has transformed my business. Our customers now get 24/7 service, and orders flow seamlessly into our ERP. We've cut processing costs by 15x!

Felipe Cordova, CEO, CDV Foods

SmartUp has revolutionized our customer service at 99minutos. Our support load has dropped significantly while offering personalized, 24/7 assistance. What started in Chile via web has now expanded to Peru and Colombia through WhatsApp, making our operations more efficient than ever!

Daniel Finkelstein, Head of Sales, 99Minutos.

How SmartUp Orders empowers real businesses

The {organization} organization has access to the following SmartUp agents

Agents

Manage your agents' communication channels.

Existing Connections

Connect your business and Facebook page with SmartUp so that your agents can chat with your customers.

Messenger

Verify your email so that our agents and SmartUp can send emails on your behalf. You do not need to provide us with your credentials.

Send emails with a SmartUp agent

Integrate an MX (Mail Exchange) record in your web domain so that we can process emails sent to your email and continue the conversation.

Send and receive emails with a SmartUp agent

New Connections

Channels

Show more conversations

Conversations

Our agents are always improving. Help us improve your experience by writing your suggestions or complaints.

Feedback

This is the SmartUp administration panel, here you can manage your agents.

Organization

Organizations

The place where you can manage your conversational agents and your content.

Percentage of conversations that were successfully resolved.

Closing Rate

You can create and edit your KPIs to analyze the conversations established by your SmartUp agents.

Percentage of conversations abandoned before completion.

Dropout Rate

Edition

Principal

Add new graph

Create your first graph

Personalized Graphs

Create metric

Metrics

Average time in minutes that a conversation takes

Average conversation time

Pie chart showing the number of conversations by state.

Total by State

The total number of conversations made by the agent in a specific period.

Total Conversations

Total Conversations by Channel

Total Conversations by Label

You will soon be able to create and assign tasks to your conversations.

Tasks

From here you can manage the variable information that your agents receive.

Variables

Unlock the Power of AI with SmartUp

Overview

Adherence to Company Script

Evaluates how well the agent adheres to the official script during the interaction.

Script Compliance:

Monitors specific mentions of regulations or compliance requirements that must be communicated during the call.

Regulatory Compliance Mentions:

Sales

Detects moments when the customer shows interest in additional products or services.

Identification of Sales Opportunities:

Evaluates the agent's ability to close sales or advance in the conversion process.

Effectiveness of Closing Techniques:

Collections and Debt

Analyzes how the agent handles negotiations regarding payment plans or debt restructuring.

Payment Plan Negotiation:

Evaluates the agent's ability to understand and consider the customer's financial situation in payment proposals.

Understanding the Customer's Financial Situation:

Technical Support

Measures the agent's effectiveness in resolving technical issues reported by the customer.

Resolution of Technical Issues:

Evaluates whether technical explanations are given clearly and comprehensibly for the customer.

Clarity in Technical Explanations:

Complaint Handling

Analyzes the speed and effectiveness with which customer complaints are handled.

Response to Complaints:

Measures the agent's ability to restore customer satisfaction after a negative event or complaint.