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OneChat + Sinergia ERP

Sinergia ERP, in context.

Apply customer commercial context to check products, free stock, personalized pricing, promotions, and recent orders.

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

Pharmaceutical distribution professional checking products and stock in a warehouse.
Sinergia ERPOneChat

Capabilities

What OneChat can do with Sinergia ERP

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

Commercial context

  • Identify customersValidate or identify a customer using data allowed by the integration.
  • Apply the customer branchUse the branch assigned to the customer to contextualize lookups when supported by the integration.
  • Check personalized pricesCheck customer-, price-list-, or channel-specific prices when specifically evidenced.
  • Check promotionsCheck current promotions when a verified source exposes them.

Products and continuity

  • Search productsFind products by name, code, SKU, or other supported identifiers.
  • Search medicationsSearch medicines by name or code in a verified pharmaceutical source.
  • Check free stockCheck the free stock available in the configured system.
  • Check ordersCheck order status and details after the required verification.
  • Handle multiple lookups in one conversationMaintain the context needed to handle multiple supported lookups within one conversation.

Sinergia ERP

Real customer questions that move business forward

From personalized pricing and stock to sales follow-up.

WhatsApp conversationOneChat AI Agent
  1. Customer:

    What is my price, which promotion applies, and how many units are available?

  2. OneChat AI Agent:

    I’ll verify your company and the corresponding branch so I can show you the price that applies to you, the current promotion, and the available units.

    Message read
  3. Customer:

    I’d also like my account representative to help me plan the next purchase.

  4. OneChat AI Agent:

    Of course. I’ll keep this inquiry and confirm your details so the account representative can continue with the available commercial context.

    Message read

OneChat actions

  • Hands the inquiry to the assigned representative.

Business outcome

Customer and branch applied · Pricing and promotion checked · Stock reviewed · Follow-up assigned

How the connection works

01

The customer asks

The conversation starts with a specific customer need.

02

OneChat finds what is needed

OneChat uses Sinergia ERP 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.

Sinergia ERP

Control for every business

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

  • Each business chooses which information and functions will be available.
  • Account access remains protected throughout the customer experience.
  • Actions that modify business data follow the company’s rules and confirmation requirements.

What you need to get started

  1. 01

    An active Sinergia ERP 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 Sinergia ERP?

No. OneChat uses the enabled Sinergia ERP 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.

Siigo NubeSiigo NubeOneChat 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.Pony ProPony ProHandle sales requests with products, pricing, and inventory and, when enabled, continue with confirmed order creation.WooCommerceWooCommerceHelp every customer find products, variants, prices, inventory, and orders from the channels they already use.

Let’s discuss your use case

Connect Sinergia ERP with your customer conversations.

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

Talk to a specialistView all integrations