An agent that looks things up in your Uniconta
Ipster recognises the caller in your administration, looks up their orders and open items and gives the stock of an item. The connection is deliberately read-only, so nothing in Uniconta is changed.
Ipster and Uniconta, directly connected
The actions the agent performs in Uniconta
The agent looks up data in your Uniconta administration. It does not write anything back.
Recognise the caller
At the start of the call the agent looks up the debtor by the caller's phone or mobile number.
Recognise contact persons too
If the number is on a contact person instead of on the debtor, the agent finds that too and knows which debtor it belongs to.
Look up recent orders
The agent fetches the most recent sales orders of the debtor, newest first.
Show order lines
For one order by order number, the agent says what is in it.
Give the open items
The agent fetches the unpaid invoices of the debtor, sorted by due date.
Look up the stock
By item number, the agent says how much is available per warehouse.
From call to answer, without manual work
- 1
Your customer calls
Ipster answers and looks up the caller in Uniconta straight away, based on the phone number.
- 2
The agent helps
It knows which debtor it is talking to.
- 3
The data is looked up
Recent orders, order lines and open items of the debtor.
- 4
Nothing is changed
The agent only reads along in Uniconta. Your administration stays exactly as it was.
What the caller hears
Orders · By Ipster
The caller's recent orders
Open item · By Ipster
The unpaid invoices
Stock · By Ipster
Available per warehouse
You stay in control
Read-only
The connection can look up data and cannot change it. Nothing is written to Uniconta.
A separate service user
The connection works with its own service user in Uniconta, separate from your colleagues' accounts.
Decide when the agent uses it
You tell the agent in the prompt when to look up data from Uniconta and what to do with it.
Connected in three steps
Use a service user
Create a separate service user in Uniconta for this connection. You need that user's Login ID, password and API key or App ID.
Enter the details
Paste the Login ID, the password, the API key or App ID and the Company ID from your Uniconta administration into Ipster.
Tell the agent when
Put in the prompt when the agent should recognise the caller and when it should look up orders, items or stock.
The connection works with a separate service user in Uniconta and can only look up data.
Ipster also works with
Frequently asked questions
About the Uniconta integration
Let your agent look things up in your Uniconta
Book a demo and see how Ipster recognises the caller and looks up orders, open items and stock.
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