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Android
MDM Managed Configuration Basically, the Android app also supports a Managed Configuration, but this is only available if the app is provided via the Enterprise Play Store. In Intune, it is possible, if you have linked the Google Play Console (which is usually...
iOS - PList Configuration
PLIST Configuration via MDM If you use an MDM system, certain configuration parameters can be automatically assigned as key-value pairs via the PLIST. These include: "ServerURL", "FallbackURL" and "Device number" The server URL should be set at the profile lev...
iOS - Installation
Standard installation The standard installation is done via an MDM system. Redemption codes / Vouchers Alternatively, you can issue redemption codes for your Employees in your Apple Business Manager account. The installation then takes place, for example, via ...
Operation of the Chat
With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out. Structure of the AI Chat 1. Enter question Enter your question or instr...
Promotions
Supported Promotions Create note Create activity All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.
Data
The AI only works with released fields in certain areas. This keeps responses faster and clearer. Below you will find the individual areas with the corresponding queryable fields. Area: Customers Customer number Name 1-3 Address data (Street, ZIP code, Cit...
FAQ
Red Error Messages If you receive an error message, it is usually due to too much data being requested to read. Leave the chat window and ask the question again, but more precisely. Reasoning In rare cases, the AI may output its reasoning process. This cannot ...
Prerequisites for the Connection
After you have purchased the AI licence from DeDeNet, we establish the necessary connections between the AI and your backend. AI Provider You choose an AI provider (e.g. OpenAI, Anthropic, xAI or similar) and negotiate the terms for token consumption and wheth...
Trigger
Triggers can be defined to execute automatic actions in DeDeSales, e.g. calling a website, creating an activity, or sending an email. Use the green plus to create a new definition Click on an existing trigger to edit it In the summary you can see when the ...
Status bar left area (System and further links)
The status bar shows you the following information in the left area: 1. System Here you can see which system you are in and which version the corresponding system has 2. further menu entries Support/Service Send an e-mail that is sent directly to the ticket...
Status bar right area (Employee and Customer Search)
In the right area of the status bar you will find the search function in the backend. 1. Search Filter First select via the Dropdown list whether you want to search for Customers or Employees 2. Search Criterion You can scroll through the Dropdown list and c...
TAPI Installation
Installation After the installation is completed, the corresponding TAPI client icon will appear in the system tray. Right-click here to open the Settings: Enter the desired Data at this point: User: Your Sales rep. Number from the backend Password: You set th...
MCP Server Connection
Microsoft Azure App Registration #1 Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name Please use "DeDeSales KI MCP API" Supported account types Usually, "Accounts in this organisational directory only - ...
Role and eCom Employee
Summary The eCom system requires its own employee with a dedicated role. This role controls which functions the shop offers — just like with the field service client. Without an eCom licence, the main menu item eCom does not appear in the web backend. Procedur...
Provision of Data
Attention, current limitation: Provisioning of data currently does not work for pictures. If you have changed pictures — container, login graphic or logo — please use the Rollout button in the Employee overview instead. The limitation has been reported; as soo...
Create and position containers
Summary Containers are the advertising spaces of the shop. They are maintained under eCom \ Container. A container becomes effective in two steps: you create it, and you define how the area in which it appears is displayed. What a container is, which link type...
Maintain texts
Summary Under eCom \ Texte you maintain the texts that the customer sees in the shop — legal texts, the cookie notification, and the confirmations after registration. Distinction: The texts of the e-mails are not here, but under Basic configuration \ Setting...
Uploading Pictures
Summary Under eCom \ Pictures you upload the two fixed graphics of the shop: the graphic on the login page your logo for the menu bar, which appears after the customer logs in The required dimensions are listed in the service description on the Marketing C...