Otis for Epicor BisTrack
Run Epicor BisTrack? Otis, our AI sales agent for builders merchants, works on top of it. No rip and replace, no new system to learn. Just an agent that answers enquiries, quotes and takes orders on your live BisTrack data.
Otis sits on top of BisTrack
BisTrack is the system your business runs on, and the last thing you want is to replace it. You do not have to. Otis adds an AI layer on top of BisTrack, reading your live stock and pricing and writing orders back, so nothing is torn out and your team keeps working the way they do now.
That means the value of Otis, answering every trade enquiry and turning it into a quote or an order, arrives without a painful migration or months of change.
What Otis does with your BisTrack data
Live stock and pricing
Otis checks real availability and your own prices in BisTrack, so quotes are accurate, not generic.
Instant quotes
A customer question becomes a priced quote in seconds, on your website and at the counter, day and night.
Orders into BisTrack
When a customer is ready, the order flows into BisTrack, so your records stay in one place and stay accurate.
Account customers
Otis recognises trade account customers and applies the right terms and pricing from BisTrack.
Out of hours cover
Enquiries that arrive after the counter closes still get answered and quoted, instead of going cold.
One source of truth
Everything runs on your BisTrack data, so there is no second system to reconcile.
How the integration works
Otis connects to BisTrack through a controlled, permissioned link. It reads the information a task needs, stock, pricing, customer and product data, and writes back quotes and orders where you allow it. It only ever sees and does what you permit, and every action is logged.
Because it works through BisTrack rather than around it, your data stays in your system, under your existing controls. There is no export, no separate database to keep in sync, and no rip and replace.
Getting started
The usual path is a short demo on your own setup, so you can see Otis quoting on your live BisTrack stock and pricing rather than a generic example. From there, most merchants start with the website and out of hours enquiries, the clearest win, and expand to the trade counter and Otis Depot from there.
If you run BisTrack and want to see what an AI sales agent does with it, a demo is the fastest way to judge the value for your branch.
Common questions
Does Otis replace Epicor BisTrack?
No. Otis works on top of BisTrack, reading your live stock and pricing and writing orders back. There is no rip and replace and no new core system to learn.
How does Otis connect to BisTrack?
Through a controlled, permissioned link. It reads the data a task needs and writes quotes and orders back where you allow, with every action logged.
Will it show accurate stock and prices?
Yes. Otis quotes on your live BisTrack data, so availability and pricing are your own, not generic figures.
Does it handle trade account customers?
Yes. Otis recognises account customers and applies the right terms and pricing from BisTrack.
How do I see it working?
Book a demo on your own setup. You will see Otis quoting on your live BisTrack stock and pricing, not a generic example.
More on Otis
See Otis on your BisTrack data
Book a demo and watch Otis quote and take an order on your live BisTrack stock and pricing.