Entersoft ONE
With Entersoft ONE connected, the agent recognises a customer by the number they call from, searches your items, reads the customer’s balance and aging, and can submit a sales document through an Entersoft EbsService that you configure. It can also run Public Queries and EbsServices that your Entersoft partner has prepared for specific questions.
Open Integrations - Catalogue - ENTERSOFTONE - 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 Entersoft partner or administrator for:
- The Web API address (for example
https://eswebapi.example.com/eswebapijti) if Entersoft 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 web user (User id and password) and the Branch id that user logs in with.
- The Public Query names that return customers, items, balances and customer history. Customer recognition and item search depend on the customers and items queries; without them nothing is synced.
- The EbsService name that creates a sales document, if the agent will take orders.
- Subscription id, subscription password and bridge id, only if your installation uses them.
What you enter
Section titled “What you enter”ΑΘΗ.el-GR.First setup
Section titled “First setup”-
Integrations - Catalogue - ENTERSOFTONE - Connect. Choose Cloud URL or Tunnel and enter the user, password, branch and language.
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Open Advanced settings and enter the Public Query names, and the EbsService name if the agent will submit sales documents.
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Press Test connection. When it succeeds, press Connect. Customers and items sync in the background every 15 minutes; Sync now and Balances on the connected card start a sync immediately.
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Open My Agents - the agent - Skills - Tools & Workflows. Turn on ENTERSOFTONE, press Configure, and under Operations select what the agent may do. Identify caller by phone is selected by default. If the agent will submit documents, set Max sales doc value and Max sales doc lines. Save the tool settings and Save the agent.
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Call the agent from a phone number stored on an Entersoft customer. The agent should greet the customer by name. Ask “What do I owe?” and the agent should read back the balance. 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 name; link the caller’s number to a customer for future calls |
| Items | Search items by name, code or barcode |
| Balances | Outstanding balance; aging in 1-30 / 31-60 / 61-90 / 90+ day buckets |
| Orders and documents | Create a sales document through the configured EbsService |
| Custom reads and actions | Run a Public Query or an EbsService that your partner prepared, and read back the result |
Creating a sales document is a write operation: it works only when the operation is selected and EBS service - create sales doc is set on the connection. In the tool settings you can also turn on a history pre-fetch at call start and define extra EbsService parameters the agent must collect, such as a delivery location.
Troubleshooting
Section titled “Troubleshooting”Test connection returns Unauthorized
Check the User id, password, Branch id and Language id with your Entersoft partner. If your installation uses a subscription or bridge, those values must match as well.
Test connection times out or reports a certificate error
For Cloud, the URL must be the Web API root that answers from the internet. For an on-premises server with its own certificate, 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 Entersoft server.
The agent does not recognise any caller or find any item
The customer and item syncs run only when Public query - customers and Public query - items are filled in. These are set in the connect dialog, so disconnect the integration and connect again with both filled in, then press Sync now. The caller’s number must also be stored on the customer in Entersoft.
The agent cannot submit a sales document
EBS service - create sales doc must be set on the connection (it is part of the connect dialog), and the create operation must be selected the create operation in the tool’s Operations. A document above Max sales doc value or Max sales doc lines is rejected.