This plugin puts the customer's Epicor data directly in the Chatwoot conversation sidebar. Agents see orders, invoices, and AR aging without ever touching Epicor. No ERP training needed.
When a customer contacts support, agents need to look up their account in Epicor — open orders, invoice history, AR aging, credit status. That means logging into Epicor, navigating BAQs, and understanding ERP screens. Most support agents can't do this.
This plugin puts the customer's Epicor data directly in the Chatwoot conversation sidebar. Agents see orders, invoices, and AR aging without ever touching Epicor. No ERP training needed.
Agent opens a conversation in Chatwoot
The sidebar widget looks up the customer in Epicor by email or phone
Customer info, open orders, invoices, and AR aging load from Epicor REST API
Agent has full context to resolve the issue — without leaving the chat
Here's what it looks like in action:
Automatic matching by email or phone to Epicor CustID. Name, address, credit terms, territory at a glance.
See every open order with status, expected ship date, and total. Answer 'where's my order' in seconds.
Recent invoices with amounts and aging buckets (current, 30, 60, 90+ days). Spot payment issues immediately.
One click opens the customer, order, or invoice directly in Epicor (if web-enabled).
Full source code, Dockerfile, dashboard HTML/CSS/JS, README with Epicor setup guide, email support
⚠️ Requirements: Chatwoot 2.x+, Epicor 10.2+ with REST API v2 enabled. NOT compatible with Prophet 21 or versions without REST API.
Epicor 10.2+ (including Kinetic) with REST API v2 enabled. Not compatible with Prophet 21, iScala, or older versions without REST API.
The plugin uses standard Epicor REST API endpoints. No custom BAQs required for basic functionality.
The plugin runs on your infrastructure and connects to Epicor internally. No Epicor data is sent to external services.
No. One-time purchase, use forever.
Questions? Email [email protected] · 14-day money-back guarantee