# Connect Megaplan

The Megaplan integration lets a ChatRex bot find and save customers, create deals and tasks, change approved deal states, add comments, and return links to Megaplan records.

Megaplan is a data source and action provider. It is not a ChatRex messaging channel.

# Before you connect

You need:

• Megaplan administrator access to install the app;
• a ChatRex account with an active subscription;
• a selected deal program, initial state, and responsible employee.

You do not enter your Megaplan password in ChatRex. Megaplan issues a dedicated application token with the installing administrator's permissions.

# Install from Megaplan

1. Sign in to Megaplan as an administrator.
2. Open Settings → Apps → Integration Marketplace.
3. Find ChatRex AI and select Install.
4. Open the installed app's settings.
5. Sign in to ChatRex if prompted.
6. Wait until you return to Integrations in ChatRex.
7. Open the Megaplan card and verify that it shows Connected and the expected account address.

The installation link is single-use and expires. If it has expired, reopen the ChatRex AI settings in Megaplan.

# Configure a bot

1. Open the bot in ChatRex.
2. Select Integrations and actions.
3. Add the required Megaplan actions.
4. Select the connected account, deal program, initial state, and responsible employee.
5. Select the states the bot is allowed to apply.
6. Save the bot and test it with dedicated customer and deal records.

The integration provides seven actions: exact customer search, customer create/update, deal creation, deal-state update, task creation, comment creation, and a CRM record link.

For deal-state updates, ChatRex uses the state automatically when only one state is approved. If several states are approved, the action accepts an exact configured state name and rejects unknown or ambiguous names.

# Verify the connection

1. Find a test customer by exact phone number or email.
2. Create a test deal and compare its program, state, customer, and owner in Megaplan.
3. Move it to an approved state.
4. Create a task and add a comment.
5. Open the returned record URL and verify that it points to the expected record.

# Disconnect or remove the app

To stop the connection from ChatRex, open the Megaplan integration card and select Disconnect. ChatRex erases the stored token and disables the bot actions.

To remove the app from Megaplan, open Settings → Apps, select ChatRex AI, and remove it. The removal event revokes the ChatRex connection and erases the token. Install the app again to reconnect.

# Data and security

ChatRex processes only the data required by the selected actions: customers, deal programs and states, employees, deals, tasks, and comments. The application token is encrypted on the ChatRex backend and is not exposed to the browser or bot.

When customer search returns more than one exact match or reports an incomplete result, the bot must not choose a record automatically. Confirm the phone, email, program, state, and owner before creating or changing CRM data.