Pylon ERP
With Pylon connected, the agent recognises a customer by the number they call from, searches your items, reads the customer’s balance, and takes an order line by line before posting it to Pylon as a sales order.
Open Integrations - Catalogue - Pylon 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”Pylon is reached through its Connectivity API. Your Pylon partner or administrator prepares it:
- The Connectivity API service is running. It is enabled in Pylon Configurator under the daemons settings (“Connectivity API Json Service”).
- An API scenario in Pylon (Οργάνωση - Συνδεσιμότητα - API). It gives you the API code, the application, the database alias, the user mapping, and the Script codes on its Scripts tab.
- Script codes for customers and items (needed for caller recognition and item search), and optionally for balances and sales orders.
- The document series (SeriesCode) for orders the agent creates, if it should differ from the scenario default.
- How Voice Logica reaches Pylon: the address and port the service listens on, if reachable from the internet, or a Tunnel if Pylon is inside your 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.
What you enter
Section titled “What you enter”SalesOrders.ΠΑΡΠ. Leave empty to use the scenario default.First setup
Section titled “First setup”-
Integrations - Catalogue - Pylon ERP - Connect. Choose Cloud URL or Tunnel, enter the scenario details and the user, then the Script codes.
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Press Connect. Pylon has no separate connection test; the login is checked when you 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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To change a Script code or the series later, use Edit on the connected card. Leave the password empty to keep the stored one. Do not disconnect to change settings: disconnecting deletes the synced data.
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Open My Agents - the agent - Skills - Tools & Workflows. Turn on Pylon ERP, press Configure, and under Operations select what the agent may do. Identify caller by phone is selected by default. For order taking, select the add and remove order line operations together with create sales order. Set Max order value and Max order lines, Save the tool settings and Save the agent.
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Call the agent from a phone number stored on a Pylon customer. The agent should greet the customer by name. Ask for your balance and the agent should read it back. 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; the customer’s previous purchases with last price and date |
| Balances | The customer’s outstanding balance |
| Orders | List the customer’s delivery branches; add or remove items in the order during the call; post the order to Pylon as a sales order |
Posting an order is a write operation: it works only when it is selected, and it uses the sales-order Script code and series from the connection. Previous purchases and delivery branches need Script codes that are not in the connect dialog; ask Voice Logica support to add them.
Troubleshooting
Section titled “Troubleshooting”Connect fails with a login error
Pylon did not accept the login. Check the API code, application, database alias and the user mapped in the API scenario, and that the Connectivity API service is running. For an on-premises server with its own certificate, turn on Allow self-signed TLS certificate.
The agent does not recognise any caller or find any item
The customer and item syncs are skipped while Customers entity code and Items entity code are empty. Add them with Edit on the connected card, then press Sync now. The caller’s number must also be stored on the customer in Pylon.
The agent cannot tell the customer their balance
Set Balances entity code with Edit, then press Balances on the connected card to refresh.
The order is not posted
Check Sales-order entity code and Sales-order series (SeriesCode) with Edit. An order above Max order value or Max order lines in the tool settings is rejected.