Galaxy ERP
Ce contenu n’est pas encore disponible dans votre langue.
With Galaxy ERP connected, the agent recognises a customer by the number they call from, searches your item catalogue, and can submit a commercial entry (for example an order) in Galaxy and read it back later. This is the general Galaxy ERP. Pharmacy businesses on the pharmacy edition use Galaxy Drugstore instead.
Open Integrations - Catalogue - Galaxy ERP - Connect. One connection is shared by the whole company; each agent then decides which operations it may use.
What you need before you start
Section titled “What you need before you start”Ask your Galaxy integrator or administrator for:
- The Galaxy Web API address, if Galaxy is reachable from the internet, or a Tunnel if it runs inside your office network. A tunnel is a reverse connection from a small installer on your network to Voice Logica, so no firewall ports need to be opened. Tunnels are created under AI Setup - Tunnels, which only admins see; if you do not see it, ask Voice Logica support to create one.
- A Galaxy API user (username and password).
- The company id, only if that user has access to more than one company.
- The commercial-entry type and currency ids the agent should use for new entries, if the agent will submit orders.
What you enter
Section titled “What you enter”/api. For Tunnel, pick an active tunnel.Phone1; change it only if your installation stores phones elsewhere.First setup
Section titled “First setup”-
Integrations - Catalogue - Galaxy ERP - Connect. Choose Cloud URL or Tunnel, then enter the username and password.
-
If the agent will submit orders, open Advanced settings and set the default commercial-entry type and currency.
-
Press Test connection. When it succeeds, press Connect. Customers and items sync in the background every 15 minutes; Sync now on the connected card starts a sync immediately.
-
Open My Agents - the agent - Skills - Tools & Workflows. Turn on Galaxy ERP, press Configure, and under Operations select what the agent may do. Identify caller by phone is selected by default. If the agent will submit entries, set Max sales doc value and Max sales doc lines. Save the tool settings and Save the agent.
-
Call the agent from a phone number stored on a Galaxy customer. The agent should greet the customer by name. Ask about a product you stock and the agent should find it. If the greeting stays generic, open Calls and check the tool calls on that call.
What the agent can do
Section titled “What the agent can do”| Job | Operations |
|---|---|
| Find the customer | Identify the caller by phone; look up by tax number (ΑΦΜ), customer code or company name; link the caller’s number to a customer for future calls |
| Items | Search items by description, code or barcode; read one item’s current details from Galaxy |
| Orders and documents | Submit a commercial entry; read back an entry the agent created, with its code, total and status |
Submitting a commercial entry is a write operation: it works only when the operation is selected. New entries use the commercial-entry type and currency set under Advanced settings on the connection, so set those before you enable it. In the tool settings you can also have the agent load the caller’s recent commercial entries at call start.
Troubleshooting
Section titled “Troubleshooting”Test connection reports invalid credentials
Galaxy rejected the username or password. Check them with your Galaxy integrator. On a multi-company install, fill in Company as well.
Test connection reports that the TLS certificate was rejected
The server uses a self-signed or expired certificate. For an on-premises server, turn on Allow self-signed TLS certificate. For Tunnel, the tunnel must be active and its installer running on a machine that can reach the Galaxy server.
The agent does not recognise a known customer
Wait for the first sync or press Sync now. The caller’s number must be stored in the customer’s phone field. If your installation keeps phones in a field other than Phone1, the Phone field setting must name it; that setting is part of the connect dialog, so disconnect and connect again with the right value.