Megaplane

Before adding actions, install and connect Megaplan.

Find a client.

Looking for an exact match by phone or email. The action returns the records found and their number.

If multiple clients are found or the result is marked as incomplete, do not select the entry automatically. Ask the employee to clarify the data.

Create or update a customer

Updates the client using the exact identifier obtained from the search, or creates a new person or company. You can transfer your name, phone and email.

First, call Find a customer. Create a new record only with the full result without matches.

Make a deal

Creates a transaction in the selected program and initial status. The transaction can be linked to the found client, responsible and comment.

Before calling, collect the mandatory data of the application and obtain the customer's consent to save.

Change the status of the transaction

Transfers the exact transaction to one of the statuses allowed in the bot settings. The transaction ID must be obtained from the confirmed result of the previous action.

If one status is allowed, ChatRex applies it automatically. If multiple statuses are allowed, the action takes the exact name; an unknown or ambiguous name is rejected.

Create a task

Creates a task with a name, description, deadline and responsible. Do not report a successful task statement until the action has returned a successful result.

Add a comment

Adds text commentary to the exact customer, transaction or task. Do not share personal information or internal secrets.

Get a link to the record

Returns a link to a client, transaction or task in a connected Megaplan account. Use only the identifier derived from the result of the action or verified setting.

Recommended sequence

1. Find a customer by phone or email.
2. For one match, use his identifier; for several, pass the request to the employee.
3. In the absence of matches, create a client after the user consent.
4. Create a deal in a configured program and initial status.
5. If necessary, create a task and add a comment.
6. Change status only within the permitted list.
7. Report success only after confirming each change.