An agent that takes B2B orders
Ipster recognises the business customer by phone number, tells them the status of their orders and looks up products with their own customer price. If the customer wants to order, the agent drafts an order and only places it after the customer has confirmed it.
Ipster and Sparklayer, directly connected
The actions the agent performs in Sparklayer
You choose which actions the agent may use. Placing a new order is off by default. In web chat the agent can only search products.
Recognise the caller
At the start of the call the agent looks up the customer in Shopify by the caller's number and links them to Sparklayer. It receives that number automatically.
Latest orders and quotes
The agent gives the customer's recent orders or quotes with order number, date, status and total.
Look up order details
For one order by order number, the agent says what is in it, the total, the delivery address and the shipments.
Products with customer price
The agent searches by name or item number and gives the stock. If the customer is recognised, their own customer price comes with it, including tiered prices.
Draft an order
The agent drafts a new order and calculates prices, shipping costs and total. Nothing is placed yet. A PO number, a reference and a requested delivery date can be included.
Place the order after confirmation
The agent reads out the draft and only places the order after the customer has clearly said yes.
From call to order, without manual work
- 1
Your customer calls
Ipster answers, looks up the caller in your Shopify store and links them to Sparklayer.
- 2
The agent helps
It tells them the status of recent orders and quotes.
- 3
Products with customer price
The agent looks up products and gives the stock and the price that applies to this customer.
- 4
The order is placed
A draft with lines and total is read out. Only after a clear yes from the customer is the order placed.
What ends up in Sparklayer
Draft · By Ipster
Lines and total read out
Order · By Ipster
Placed after confirmation
Reference · By Ipster
PO number and requested delivery date
You stay in control
Choose the actions
Switch each action on or off, from viewing orders to placing a new order.
Choose the payment method
New orders go on account or by invoice, whichever you set.
Existing orders stay untouched
The agent only reads existing orders. It also only shows orders of the caller themselves.
Connected in three steps
Enter your Sparklayer details
You find the site ID in the Sparklayer dashboard under Account, and the client ID and secret under Configuration and API. Choose whether you work with the live or the test environment.
Connect your Shopify store
Enter the store address and paste the Admin API token of your own Shopify app with the permissions read_customers and read_products.
Choose the actions and test
Decide what the agent may do, tell it in the prompt when to use it and test the connection.
Placing a new order is off by default. Switch it on yourself if the agent may order. The API key in Sparklayer needs access to the Purchasing API to read orders.
Ipster also works with
Frequently asked questions
About the Sparklayer integration
Let your agent take B2B orders
Book a demo and see how Ipster recognises the customer, looks up products with customer price and places an order after confirmation.
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