---
title: "SOFT1 EVA"
canonical: "https://wiki.soft1.eu/space/SS5EN/189268018/SOFT1%20EVA"
format: markdown
---
## Introduction
**EVA **-Enterprise Virtual Assistant- is an innovative service that allows SOFT1 ERP users to communicate and interact with SOFT1 ERP through conversation (**via text messaging and / or by using the voice command feature**) and to access data / information of the program, without even having to login to it.
Through Skype or Facebook Messenger and by using a tablet or a smartphone, EVA can instantly answer your questions, lead you to jobs, as well as send you notifications.
Before activating **SOFT1 EVA**, please note the following:
- SOFT1 EVA is available and **free of charge** from SOFT1 ERP version **4.00.518.11105**.
- “[SOFT1 Open enterprise engine](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/187072516)" has to be activated in the SOFT1 ERP installation/sn.
## Activate & Configure SOFT1 EVA
To activate and configure SOFT1 EVA, follow the steps below:
**Step #1 - Update SOFT1 Open Enterprise Engine**
EVA is included, as a service, in the SOFT1 Open Enterprise Engine, which therefore needs to be updated. Select SOFT1 Open Enterprise Engine from ** Web & Mobile Licenses** and click on <**Refresh**> and then <**OK**>. EVA will then be available through tools menu > Web & Mobile > Web Services.
**Step #2 - Create & Configure a WEB ACCOUNT **
In Web Accounts (tools menu > Web & Mobile) add SOFT1 EVA and then select the following:
- the Login data (User - Company - Branch),
- the Employees Module, along with the Employee who will have access to EVA.
Repeat the above for all the users you want to have access to the service.
**Step #3 - Activate Cloud Agent**
Activate Cloud Agent for On-premise installations.
## Connect to / activate Facebook Messenger or Skype account
EVA identifies each user (via their Facebook or Skype username) and assigns them to a specific installation / SOFT1 ERP user, so they can access their data. Therefore, each user is allowed to access only the information specified by the SOFT1 ERP User Access Rights system.
### **How to use EVA in Messenger**
To contact EVA over Messenger, follow these steps:
1. Login to Messenger from your mobile phone, tablet, and / or your personal computer (directly via a web browser or through the Facebook website)
2. Type <**SOFT1 EVA**> in the search text box, select the contact to open the chat window and then click on <**Let's Get Started**>.
3. You will then be prompted to activate your account. Click on the activation link that will lead you to the authentication form, fill in the **Serial Number** of your installation (or the **Site Name**, i. e. the website domain through which you access SOFT1 Web & Mobile applications) along with the **Username **& **Password **you set upon creating the Web Account and click on <**Authenticate**> and then <**Enter**>.
By successfully completing the process, EVA will respond with the following message:
### **How to use EVA in Skype**
To contact EVA over Skype, follow the steps below:
1. Click on the following link to add EVA to your contacts: [https://join.skype.com/bot/37f3371d-5804-46cf-91d6-c5aa84a39378](https://join.skype.com/bot/37f3371d-5804-46cf-91d6-c5aa84a39378)
2. The above link will lead you to a webpage, where you have to click on <**Add to Contacts**>
3. Select EVA from your Skype contacts to open the chat window and click on the activation link of your account (the activation process is the same as Messenger.)
## Operation
### Menu
EVA can answer **Questions**, lead you to **Jobs **and send you **Notifications**. Type <**menu**> in the chat window to select a category.
Questions are set as the default communication mode with EVA. Therefore, in order to be directed to a Job or request to receive Notifications, you have to select the corresponding category from the menu. Once you are done, anything new you type will be perceived as a Question.
The menu in Messenger is also available by clicking on the
icon.
**Tip:** By typing <**help**> at any time, EVA will remind you that you may type:
- **menu **to see the main menu,
- **-stop** to stop the conversation,
- **-back** to go back during the conversation,
- **unregister **to deactivate your account and then <**register**> to reactivate it.
### **How to Ask Questions**
You can ask EVA questions related to your company’s data, with regard to the following: customers, sales, collections, suppliers, purchases, payments, stock items, calls, meetings, cheques, company overview. In addition, the data of chart Gadgets are also included in the questions.
For example, ask EVA for:
- Your customers' balance.
- Customer / supplier orders.
**Note: **by selecting <**More details**> you will be directed to the **Web Report** service, where you can view detailed information, and / or the **S360 **(if it is available in the s/n of your SOFT1 ERP installation) for further editing.
Furthermore, while on Questions mode, you can place a customer and / or supplier order. To place a customer order type eg. <**order**> and then select the Customer, the stock item and the quantity.
Complete the order and click on <**Save**>.
At the same time, the corresponding record will be created in SOFT1 ERP.
### How to access Jobs
EVA can direct you to jobs of your personal menu. Any available job appears as a deep link, which takes you directly to the S360 and / or **Web Report**.
Type <**Jobs**> (to activate the corresponding communication mode) and then type the job you are interested in, such as:
- <**orders**>, to go to S360 and specifically to orders,
- <**collections**>, to go to collections,
### **How to receive Notifications**
EVA guides you through your daily tasks by sending you notifications at a specific time. Notifications and Questions refer to the same topics. Therefore, anything that can be answered as a question can also be placed as a Notification.
Ask EVA for the type of Notification you are interested in receiving. In our example, we asked EVA to send us every afternoon the next day's appointments.
## Voice command
Contact EVA directly, using the **voice command** feature, by clicking on the
icon on your mobile phone.
## Useful Keywords/Phrases to communicate with EVA
Use the following keywords / key phrases, to chat with EVA:
| | | |
| --- | --- | --- |
| **Customers** | **Sales** | **Collections** |
| - Customer data
- Customer contacts
- New customers
- Customer balance
- Customer Iban account
- New customer order
- Customer order
- Order deliveries
- Customers with the highest turnover
- Turnover per customer | - Sales per Group
- Sales per Commercial Category
- Sales per Accounting Category
- Sales per B.U.
- Top salesmen | - Customers collections
- Collections analysis
- Overdue receivable cheques |
| **Suppliers** | **Purchases** | **Payments** |
| - Supplier data
- Supplier contacts
- Supplier Iban account
- Supplier balance
- Suggested suppliers per item | - New order to supplier
- Orders to suppliers | - Payments to suppliers
- Payments analysis
- Overdue receivable cheques |
| **Stock ** | **Company overview** | **Meetings/Calls** |
| - Item's balance
- Highest demand items
- Suppliers per item
- Suppliers per item
- Items prices
- Lots | - Company overview
- Receivables
- Liabilities | - Meetings
- Next meeting
- Remaining time until my next meeting
- User's today's calls |