Balance and debt ageing enquiries
The AI Voice Agent informs customers about their balance, overdue amounts, and debt ageing using authorised ERP data.
Entersoft ONE Integration with AI Voice Agents
Connect Voice Logica with Entersoft ONE and use your ERP data in phone conversations.
Through the Entersoft Web API, the AI Voice Agent can identify customers, retrieve balances and product information, run configured queries, and create sales documents. You define the available information and permitted actions.
Bring Entersoft ONE data into your phone support
A question about an account balance or order progress often requires an ERP lookup and coordination between departments.
The Entersoft ONE integration allows the AI Voice Agent to retrieve relevant information during the conversation and perform approved actions. Customers receive support based on up-to-date data, while your team spends less time handling repetitive enquiries.
What can the Entersoft ONE integration do?
Identify customers
It locates the customer record using a phone number, tax identification number, or customer code. Additional identity verification steps can be added before disclosing sensitive information.
Retrieve balances and debt ageing information
It retrieves the current balance, overdue amount, and debt ageing information. It explains the figures, distinguishing amounts within agreed payment terms from overdue balances.
Look up products
It searches for products using codes, descriptions, and other authorised fields, providing information directly from Entersoft ONE.
Create sales documents
It collects and confirms the required customer, product, and quantity details, then creates the authorised sales document within the ERP.
Use your own PublicQueries and EbsServices
Connect the AI Voice Agent with the searches, reports, and business services you have already configured in Entersoft ONE.
A PublicQuery for open orders or pending shipments can provide the information a caller needs. Available PublicQueries and EbsServices are selected according to your organisation’s requirements and access permissions.
Key use cases
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Product enquiries
It retrieves current product information from Entersoft ONE and answers product enquiries, reducing repetitive requests to sales and customer service teams.
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Sales document creation
It supports repeat phone orders by confirming the required details and creating the authorised sales document in Entersoft ONE.
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Open order updates
It provides information on open orders and pending shipments through the PublicQueries or EbsServices configured for your business.
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Automated payment reminders
It makes outbound reminder calls using balance and debt ageing data, sends information via SMS or email, and escalates to the finance team when needed.
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After-hours support
It serves customers during evenings, weekends, and public holidays, providing account information and performing supported actions according to its permissions.
Benefits for your business
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Faster customer service
Answer phone enquiries using up-to-date ERP information.
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Less manual work
Reduce repetitive lookups and manual data copying.
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Use your own workflows
Bring configured PublicQueries and EbsServices into your phone conversations.
How to get started
Connecting Entersoft ONE with Voice Logica follows a structured process:
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Open Artificial Intelligence → Integrations in VoiceLogica.
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Select Add New Integration, then Entersoft ONE.
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Enter the required connection details for the Entersoft Web API.
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Select and map the PublicQueries and EbsServices that the AI Voice Agent will use.
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Define which information will be read-only and which actions the Agent will be able to perform.
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Enable the Entersoft ONE tool for the appropriate AI Voice Agent.
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Test the selected call scenarios before activating the integration.
Once setup is complete, the AI Voice Agent can use live Entersoft ONE data in inbound and outbound conversations.
For more complex ERP environments, the Voice Logica team can help define mappings, access rules, call flows, and business actions.
Frequently asked questions
Can I restrict the Agent to read-only access?
Yes. You choose which functions remain read-only and which actions, such as creating sales documents, the Agent is allowed to perform.
Can it use our own Entersoft queries?
Yes. The Agent can run your installation’s PublicQueries and EbsServices according to the configuration and access permissions.
Are inbound and outbound calls supported?
Yes. Entersoft ONE data can be used for inbound customer service and outbound workflows, such as payment reminders and order updates.
Connect your phone conversations with Entersoft ONE
Discover how the integration can work for your business, using the data and processes you have configured in your ERP.
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