Balance enquiries by phone
The AI Voice Agent finds the customer’s account and provides the total outstanding amount, reducing repetitive calls to your accounting team.
Pylon ERP Integration with AI Voice Agents
Connect Voice Logica with Pylon ERP by Epsilon Net and use customer, item, and balance data in your phone communications.
The AI Voice Agent identifies callers, provides balance and availability information, and creates sales orders. It also supports automated payment reminder campaigns, targeting customers by their total outstanding balance.
Bring Pylon data into your phone conversations
Enquiries about balances, item codes, and new orders often require an ERP lookup or a call transfer to the relevant department. Payment reminders add repetitive calls and manual response logging.
The integration allows the AI Voice Agent to retrieve information and create orders through the on-premises Pylon Connectivity API. For outbound campaigns, it uses synchronised customer balances.
What can the Pylon ERP integration do?
Identify customers
It finds customer records using a phone number, VAT number, or customer code, reducing manual searches.
Provide balance information
It retrieves the customer’s total outstanding balance from Pylon and explains it during the conversation. It can also send the information by SMS or email.
Search items and availability
It searches Pylon for items and item codes and provides descriptions and availability using current ERP data.
Create sales orders
It adds the requested items and quantities, confirms the details with the customer, and saves the order directly in Pylon, provided you have authorised this action.
Make outbound payment reminder calls
It makes personalised calls using synchronised balances and records responses, payment commitments, and cases requiring follow-up from your finance team.
Reminder campaigns based on total outstanding balance
Total balances sync automatically every night and can be refreshed on demand before launching a campaign.
Select customers with balances above a threshold, such as €100 or €1,000, or define a specific customer list. Before launching, you can review the number of customers, the list’s total outstanding amount, and the average balance per customer.
Targeting is based on the total outstanding balance per customer, as the sync stores a single total amount without a debt ageing breakdown.
The AI Voice Agent informs each customer using the latest synchronised data and records the call outcome. If a customer reports an existing payment or disputes an amount, the case is referred to your finance team for review.
Key use cases
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Phone ordering
It creates sales orders with the item codes and quantities requested by the customer, after confirming the details with them.
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Item availability checks
It answers questions about specific items and codes and can proceed to add them to a new order.
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Customer lookup by VAT number
It finds the customer’s account using their VAT number or customer code, even when they call from a different phone number.
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Payment reminders and commitment tracking
It calls customers during your configured calling hours, records when they intend to pay, and sends the relevant information. Cases requiring investigation are passed to your team.
Benefits for your business
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Less manual work
Reduce ERP lookups, manual phone order entry, and repetitive payment reminders.
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Structured balance follow-up
Select each campaign’s audience by amount and track customer responses.
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Service powered by Pylon data
Provide balance and item information and take orders, even outside business hours.
How to get started
Getting connected usually takes just a few steps:
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Open Artificial Intelligence → Integrations in Voice Logica.
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Add a new Pylon ERP Integration.
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Enter your Pylon Connectivity API connection details.
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Enable the Pylon tool for your AI Voice Agent.
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Optionally, configure automated payment reminder campaigns.
Your AI Voice Agent is now ready to answer calls using Pylon ERP data.
Frequently asked questions
Can the Agent modify data in Pylon?
Only for actions you authorise. You decide which functions remain read-only and which allow data to be written, such as creating a sales order.
Are outbound payment reminders supported?
Yes. Voice Logica syncs each customer’s total outstanding balance and creates campaigns targeting customers by amount or a specific customer list.
How current are campaign balances?
Balances sync every night and can be refreshed on demand. Outbound calls use the latest completed sync.
Which languages are supported?
Voice Logica supports Greek and multiple additional languages, allowing the same AI Voice Agent to serve local and international customers.
Connect your phone conversations with Pylon ERP
Discover how the integration can work for your business, with balance enquiries, item lookups, phone ordering, and structured payment reminders.
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