InSales

Before adding actions connect InSales and check the store domain.

Get the goods

Returns a shortened list of available products. Use the action to browse the directory when the bot does not require an accurate search at the customer’s request.

Find merchandise

Looking for goods at the request of the user. Suitable for a scenario in which the client specifies the name, type or characteristics of the desired product.

Get the goods

Returns the selected product, its options, prices, availability and available characteristics. Before placing an order, use the identifier of the desired product version, not just the name of the product.

Find a client.

Looking for a customer in one way:

• upon general request;
• by phone number;
• by email.

Try to find a customer first so as not to create a duplicate.

Create a client

Creates a client based on dialog data. Before calling the action, get at least:

• name is the variable name;
• phone - variable phone;
• email if it is used in your script.

Get an order.

Returns the order data by its identifier: composition, customer, delivery, payment, status and final values.

Create an order

Creates an order with selected products and customer data. When setting up the action must:

1. Choose the delivery method.
2. Choose a payment method. The list contains only methods compatible with the selected delivery.
3. Check name, phone and delivery address variables.
4. Save the action and changes of the bot.

To perform the action, the bot needs:

• Customer name - name;
• telephone - phone;
• Delivery address - delivery_address;
• variants of goods;
• the quantity of each commodity.

When you add an action through a template or AI assistant, the name, phone and delivery_address variables are created and associated automatically. If the action is added manually, check their presence and binding.

Recommended sequence

1. Find the product at the request of the customer.
2. Get a product card and specify the option, price and availability.
3. Find a customer by phone or email.
4. If the client is not found, create it.
5. Collect your name, phone number and delivery address.
6. Show the customer the goods, quantity, cost and conditions of registration.
7. Get clear confirmation.
8. Make an order.
9. Report successful registration only after a confirmed response.