Turn your Soft1 ERP into an intelligent AI phone assistant.
Connect Voice Logica with Soft1 ERP (SoftOne) and give your AI Phone Agent real-time access to customer accounts, products, outstanding balances, orders and invoices.
During a natural phone conversation, the Agent can answer account enquiries, search the product catalogue, create orders and commercial documents, send invoices and support automated payment-reminder campaigns.
Live ERP information. Automated business processes. Customer service 24/7.
Bring Soft1 ERP into Every Customer Conversation
Businesses receive many of the same calls every day:
- “What is my current balance?”
- “Which invoices are overdue?”
- “Is this product available?”
- “I would like to repeat my previous order.”
- “Can you send me my latest invoice?”
The information already exists inside Soft1 ERP. However, an employee still needs to locate the customer record, search across different screens or transfer the call to another department.
Voice Logica brings these steps into a single conversation.
The AI Phone Agent identifies the customer, retrieves authorized information directly from Soft1 and responds immediately. When permitted, it can also complete the required action inside the ERP.
Customers receive faster service, while sales, customer service and finance teams spend less time handling repetitive enquiries.
What Can the Soft1 ERP Integration Do?
Identify Customers
The AI Phone Agent can locate the appropriate customer account using:
- Telephone number
- VAT number
- Customer code
- Company name
Additional verification steps can be included before sensitive financial or account information is communicated.
Retrieve Account Information
Customers can ask questions such as:
- “What is my current balance?”
- “Which invoices remain unpaid?”
- “When is my next payment due?”
- “Can you send me my account statement?”
The Agent retrieves the authorized information directly from Soft1 and communicates it naturally during the conversation.
Search the Product Catalogue
The AI Phone Agent can search live product data and provide authorized information about:
- Product names and descriptions
- Product codes
- Current prices
- Stock availability
- Alternative products
Responses are based on current ERP information rather than printed catalogues or disconnected spreadsheets.
Create Orders and Quotations
Customers can place orders during the phone conversation without waiting for a sales representative. The Agent can:
- Create sales orders or quotations
- Add the requested products
- Capture and confirm quantities
- Confirm authorized delivery information
- Record the transaction directly in Soft1
This removes the need for employees to re-enter telephone orders manually after the call.
Generate Commercial Documents
Voice Logica can support the creation of authorized commercial documents inside Soft1, including:
- Sales invoices
- Delivery notes
- Retail receipts
Electronic invoices can also be transmitted through myData, according to the configured Soft1 workflow.
Automated AI Payment-Reminder Campaigns
The Soft1 integration can also support proactive outbound communication for overdue balances.
Voice Logica synchronizes authorized customer-balance and Accounts Receivable data from Soft1 automatically every night or whenever an updated data refresh is requested.
Your finance team can then define which customers should receive a reminder based on criteria such as:
- Minimum outstanding balance
- Number of overdue days
- Total amount outstanding
- Customer category
- Assigned sales representative
- Branch
Before launching the campaign, a preview can display:
- The number of selected customers
- Total outstanding balance
- Average debt
- Aging distribution
The AI Phone Agent then contacts each customer with a personalized conversation based on their actual account information.
AI Phone Agent: Good morning, Mr Papadopoulos. I’m calling on behalf of ABC Company regarding your account. According to our records, your outstanding balance is €1,245, including €380 that has been overdue for more than 60 days. Would you like me to send you a copy of the open invoices by SMS or email?
Customer: I believe we have already paid that invoice.
AI Phone Agent: Thank you for letting me know. I’ll notify our accounting team and send you the invoice details so the payment can be verified.
The outcome of every call is recorded automatically. Your finance team focuses only on payment disputes, arrangements and other cases that require human attention.
Key Use Cases
Customer Balance Enquiries
Customers receive immediate information about their current balance, unpaid invoices and payment dates without being transferred to the accounting department.
Repeat Orders
Returning customers can repeat a previous order through a natural phone conversation. The Agent retrieves the relevant information, confirms the products and quantities and creates the authorized order in Soft1.
Product and Stock Enquiries
The AI Phone Agent searches live Soft1 product data and provides immediate information about product codes, descriptions, prices and availability.
Invoice and Statement Requests
Customers can request an invoice or account statement at any time. The Agent retrieves the authorized document and sends it by SMS or email.
Automated Collections
Personalized outbound calls help your finance team follow up on overdue balances consistently, without manually creating lists and calling every customer.
After-Hours and Overflow Service
Voice Logica can answer calls during evenings, weekends or periods of increased call volume while maintaining access to authorized Soft1 data and workflows.
Business Benefits
Faster Customer Service
Provide immediate answers based on live ERP information, without hold times, unnecessary transfers or delayed callbacks.
Higher Employee Productivity
Sales, finance and customer service teams spend less time on repetitive searches, data entry and telephone enquiries.
More Effective Collections
Automated payment-reminder campaigns help the business contact the right customers based on current balances and payment rules.
Less Manual Data Entry
Orders and authorized commercial documents are created directly in Soft1, reducing duplicate work and processing delays.
Fewer Human Errors
Customer information, product data and account balances come directly from the ERP, reducing errors caused by manual copying or outdated files.
Availability 24/7
Customers can access information and complete supported actions outside normal business hours.
Getting Started
Connecting Soft1 ERP with Voice Logica typically requires a few steps:
- Open Artificial Intelligence → Integrations inside Voice Logica.
- Add a new Soft1 ERP Integration.
- Enter the required Soft1 connection credentials.
- Enable the Soft1 tool for the appropriate AI Phone Agent.
- Choose which information and actions will be available to the Agent.
- Optionally configure automated Accounts Receivable campaigns.
- Test the selected call scenarios before activation.
Once connected, the AI Phone Agent can begin answering calls and executing authorized actions using live Soft1 ERP information.
Frequently Asked Questions
Can the AI Phone Agent modify Soft1 ERP data?
Only when explicitly authorized. Customer, balance and product searches can remain read-only, while actions such as order creation or invoice generation can be enabled separately.
Can the integration create orders and invoices?
Yes. Depending on the configured permissions and workflows, the Agent can create sales orders, quotations and authorized commercial documents directly in Soft1.
Does it support myData electronic invoicing?
Electronic invoices created through the configured Soft1 workflow can also be transmitted through myData.
Does it support outbound payment-reminder campaigns?
Yes. Voice Logica can create outbound campaigns based on authorized customer balances, aging information and payment criteria from Soft1 ERP.
Which languages are supported?
Voice Logica supports natural conversations in Greek, English and multiple additional languages, allowing the same Agent to serve local and international customers.
Ready to Put Soft1 ERP on the Phone?
Soft1 ERP already contains the customer, product and financial information your callers need. Voice Logica gives that information a voice.
Connect Soft1 ERP with Voice Logica and let your AI Phone Agent answer customer enquiries, create orders and commercial documents, and automate payment reminders—24 hours a day.
Book a personalized demo and discover how Voice Logica can transform your ERP data into intelligent, automated customer conversations.
