Cognifty

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Customer Service Portal

The customer service portal provides a gateway to all your orders from any e-commerce store. Having all your representatives manage orders in a custom portal reduces traffic to the shopping cart application, as well as reducing the complexity of managing roles and permissions for the shopping cart back-end.

The flexibility of a message queue centered order fulfillment center offers the ability to automatically route new orders, customer feedback messages, or return merchandise authorization (RMA) requests to any 3rd party system or to the internal ticket system allowing for human review.

The Magento connector is distributed as a separate file and is required to make the customer service portal talk directly to magento.

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Installation Instructions

In order to connect this customer service portal you will need to download the file metrof_adminrest_magento_001.tar.gz.

1. Download the CSP package.
2. Extract the modules/custserv directory into your cognifty modules folder.
3. Extract the template/custserv directory into your cognifty templates folder.
4. Run all the SQL files in the modules/custserv/setup/ folder.
5. Change the modules/custserv/config.ini to match the installation of your Magento store.

Configure Cognifty Defaults

1. Edit boot/default.ini and make "custserv" your default module.
2. Edit boot/template.ini and make "custserv" your default.name.

Post-installation Configuration

1. Login to the admin panel of cognifty.
2. Create a message queue named "cserv/NewOrders" (without the quotes).
3. Create a message queue named "cserv/ApprovedOrders" (without the quotes).