OneChat + Siigo Nube

Siigo Nube, in every conversation.

OneChat enables your AI Agent to handle sales and post-purchase questions with up-to-date information from Siigo Nube, including products, pricing, availability, customers, invoices, balances, purchase history, and quotations.

Available capabilities depend on each company’s configuration, data, and permissions.

Small-business professional reviewing a sales inquiry and documents on her computer while speaking on the phone.
Siigo NubeOneChat

Capabilities

What OneChat can do with Siigo Nube

OneChat brings this information and these actions into the conversation to provide clearer answers and support the next step.

Available now

Handle frequent product, customer, and document questions with information available in Siigo Nube.

Products and availability

Search products by name or code and check pricing and availability.

  • Search products
  • Check prices
  • Check inventory

Customers, invoices, and balances

Verify customers, check invoices and their balances, and provide copies through links available from the source system.

  • Identify customers
  • Check invoices
  • Provide invoice copy

History and repeat purchases

Review products from previous invoices, identify frequent purchases, and support repeat-purchase requests.

  • Check purchase history
  • Search products

Quotations

Check quotations and included products to continue the conversation with clear information.

  • Check quotations

Additional capabilities on request

OneChat evaluates and configures these capabilities according to each company’s modules, data, permissions, and processes.

Receivables, payments, and electronic documents

Account statements, outstanding invoices, upcoming due dates, payments, credits, credit notes, electronic status, documents, and available XML files.

  • Check receivables
  • Check payments and credits
  • Check credit notes
  • Provide credit note document
  • Check electronic invoice status
  • Provide invoice XML

Administrative information

Available sales, inventory, purchasing, and accounts-payable information, including warehouse or location lookup when exposed by the connection.

  • Check administrative information
  • Check inventory by warehouse or location

Configurable actions

Customer creation, quotation creation, and sales or administrative automations after authorization and confirmation.

  • Create customers
  • Create quotations

Siigo Nube

Real customer questions that move business forward

One conversation to shop, check inventory, and continue a technical-service case.

A technology retailer with several locations across the country.

WhatsApp conversationOneChat AI Agent
  1. Customer:

    Hi. My purple 256 GB iPhone 14 Pro Max is being repaired because the screen broke. I’m also thinking about buying a new phone.

  2. OneChat AI Agent:

    I’ll be happy to help with both. I can review new device options and, once we finish, check the latest updates on your repair.

    Message read
  3. Customer:

    I’m looking for an orange 1 TB iPhone 17 Pro Max. What is the price, and how does it differ from mine?

  4. OneChat AI Agent:

    I found the product in the catalog. I’ll show you its page, image, current price, and the key differences from your current model, such as storage, camera, display, and performance.

    Message read
  5. Customer:

    Is it available at the [city or store] location?

  6. OneChat AI Agent:

    I’ll check availability for that location. I’ll confirm the available units and alternatives in a moment.

    Message read
  7. OneChat AI Agent:

    I can also check the latest updates for the iPhone you have in service. Would you like me to do that?

    Message read
  8. Customer:

    Yes, please.

  9. OneChat AI Agent:

    Your device shows damage to the screen and rear camera. A diagnosis and proposal are also available. I sent the document to the registered email so you can review it.

    Message read

OneChat actions

  • Finds or creates the contact and checks open opportunities before organizing follow-up.
  • Records the service inquiry and purchase interest when traceability is enabled.
  • Sends the document when it is available in the business source and email automation is configured.

Business outcome

Product reviewed · Availability checked · Repair updated · Document sent · Opportunity organized · Follow-up assigned

Illustrative example. Available information, actions, and documents depend on each company’s configured systems, permissions, and automations.

From a previous invoice to a new purchase decision.

WhatsApp conversationOneChat AI Agent
  1. Customer:

    I’d like to buy the same items from my latest invoice again. Can you help?

  2. OneChat AI Agent:

    I found your latest invoice and the products it includes. I can also check current pricing and availability to help you repeat the purchase.

    Message read
  3. Customer:

    Please share the invoice and show me which items are still available.

  4. OneChat AI Agent:

    I’ll share the temporary invoice link and show the available products with their current details so you can decide what to do next.

    Message read

OneChat actions

  • Shares the document through the link available from the source system.

Business outcome

Invoice found · Products identified · Current information checked · Alternatives ready

How the connection works

01

The customer asks

The conversation starts with a specific customer need.

02

OneChat finds what is needed

OneChat uses Siigo Nube to retrieve information or prepare the next supported action.

03

The business stays in control

The response follows the configuration and permissions the business has defined.

04

The conversation moves forward

OneChat answers clearly and supports the most useful continuation for the customer.

Siigo Nube

Your business decides what the AI Agent can access and do.

OneChat starts with the lookups your business needs and prepares any additional capability around your process.

Evaluate an additional capability
  • Each business selects the available information.
  • The configuration must keep credentials out of conversations.
  • Financial information must be provided only after validating the customer.
  • The connection starts with lookup capabilities.
  • Any operation that changes information must remain disabled until it receives explicit authorization.
  • Additional capabilities are configured around each company’s process.

What you need to get started

  1. 01

    An active Siigo Nube account.

  2. 02

    Authorized access to the data and functions the business chooses to enable.

  3. 03

    An initial discovery session to define the business need and the desired customer workflow.

FAQ

Frequently asked questions

Does OneChat replace Siigo Nube?

No. OneChat uses the enabled Siigo Nube capabilities to answer questions or continue a workflow from the conversation.

Does every business receive the same capabilities?

No. Available capabilities depend on each company’s configuration, data, and permissions.

How do we get started?

The OneChat team learns what the business needs and confirms which information and functions will be available before activating the connection.

Let’s discuss your use case

Connect Siigo Nube with your customer conversations.

Tell us what your customers ask and what should happen next. Our team will help you define the connection.