Exelixis Smart ERP
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With Exelixis Smart ERP connected, a caller who asks “where is my order?” hears the order status, the carrier and the tracking number of each shipment, straight from the ERP. Depending on what your Smart installation exposes, the agent can also identify the caller’s company, open a support ticket, search products with price and stock, take a telephone order, read the account balance and email a statement.
Open Integrations - Catalogue - Exelixis Smart ERP - Connect. One connection is shared by the whole company; every agent that turns the Exelixis Smart ERP tool on uses it.
What you need before you start
Section titled “What you need before you start”Exelixis Software installs a VoiceAI endpoint service next to your Smart ERP. Ask Exelixis for:
- The base URL of that service, the root address only (for example a host name with port 5010).
- The API key for the service.
- Which endpoints are enabled on your installation. Order lookup, contact and ticket, product, order, balance and statement endpoints are delivered separately, and an operation only works when its endpoint exists on your service.
The service must be reachable from the internet at that address. Tunnel mode is not offered for this integration.
What you enter
Section titled “What you enter”First setup
Section titled “First setup”-
Integrations - Catalogue - Exelixis Smart ERP - Connect
Paste the base URL and API key from Exelixis.
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Test connection, then Connect
Voice Logica calls the service with your key. A rejected key or an unreachable address fails here. Nothing is copied from the ERP: every answer is read live during the call.
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My Agents - your agent - Skills - Tools & Workflows
Turn Exelixis Smart ERP on. Look up order by number is selected by default. Add Identify caller (phone / ΑΦΜ) so the caller’s company is looked up as the call connects, and any other operations your installation supports. Set Max order lines if you enable Create order.
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Save the agent.
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Prove it
Call the agent from a phone number registered on a customer in Smart and say “I’d like to know where order” followed by a real order number. You should hear the order status and, for shipped orders, the carrier and tracking number. From a number that is not on the order, the agent first asks for the business ΑΦΜ.
What the agent can do
Section titled “What the agent can do”| Job | Operations |
|---|---|
| Know who is calling | Identify caller by phone or ΑΦΜ; list the contacts registered under a company |
| Order tracking | Look up an order by number, with carrier, delivery notes and tracking numbers; list a customer’s recent orders by ΑΦΜ |
| Support | List support members; create a support ticket (the call link is attached) |
| Products and orders | Search products by code or description with unit price and stock; create order |
| Account | Read the customer or supplier balance; send the statement to the email already on their card |
Order details are protected. The agent only reads an order when the caller gives the matching ΑΦΜ or rings from a phone registered on that order. Otherwise it confirms the order exists and asks for the ΑΦΜ.
Create order, Create support ticket and Send statement write to the ERP or send email. They only run when you enable them under Operations. Orders with more lines than Max order lines are rejected; there is no value cap, because the ERP reports the total only after the order is created.
Troubleshooting
Section titled “Troubleshooting”Test connection fails
HTTP 401 (rejected the API key) means the key is wrong or revoked; ask Exelixis for the current one. A request failure or timeout means the base URL is wrong or the service is not reachable from the internet. Check you entered only the root address, with the port, and no endpoint path.
An operation fails on the call although the connection works
Endpoint sets differ per Smart installation. If one operation fails on calls while order lookup works, that endpoint is not enabled on your service. Ask Exelixis to enable it, or turn the operation off on the agent.
The agent says it cannot find the order
The agent asks the caller to confirm the number digit by digit. If the caller also gave an ΑΦΜ, both must belong to the same customer. Check the order number format used in Smart and try again with the exact number.