# 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.

  <ShotPlaceholder
    src="/assets/integrations/entersoft-one.png"
    name="entersoft-one-connect"
    alt="Connect ENTERSOFTONE dialog with Cloud URL, User id, Password, Branch id and Language id"
    capture="Connect ENTERSOFTONE dialog."
  />

## 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

- **Cloud URL / Tunnel** (required) — Pick one. For Cloud, enter the Web API URL without a trailing slash. For Tunnel, pick an active tunnel.
- **User id** (required) — The Entersoft web user.
- **Password** (required) — Stored encrypted.
- **Branch id** (required) — The branch code the user logs in with, for example `ΑΘΗ`.
- **Language id** (required) — Usually `el-GR`.
- **Subscription id** — Under **Advanced settings**. Leave empty unless your partner gives you one.
- **Subscription password** — Under **Advanced settings**. Keep the pre-filled value unless your partner gives you another.
- **Bridge id** — Under **Advanced settings**. Only for load-balanced installations.
- **Allow self-signed TLS certificate** — Turn on only for an on-premises server with a private certificate.
- **Public query - customers** — Name of the Public Query that returns customers changed since the last sync. Needed for caller recognition.
- **Public query - items** — Name of the Public Query that returns items. Needed for item search.
- **Public query - balances** — Needed for balance and aging answers.
- **Public query - history** — Used for the caller's recent history at call start.
- **EBS service - create sales doc** — Name of the EbsService that creates a sales document. Needed before the agent can submit orders.

## First setup

1. **Integrations - Catalogue - ENTERSOFTONE - Connect.** Choose **Cloud URL** or **Tunnel** and enter the user, password, branch and language.

2. Open **Advanced settings** and enter the Public Query names, and the EbsService name if the agent will submit sales documents.

3. 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.

4. 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.

5. 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

| 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

**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.

## Next Steps

[Get an integration working](https://docs.voicelogica.ai/integrations/) - the company connection and agent tool, step by step.  
[Soft1 ERP](https://docs.voicelogica.ai/integrations/erp/soft1/) - [Galaxy ERP](https://docs.voicelogica.ai/integrations/erp/galaxy-erp/) - [Pylon ERP](https://docs.voicelogica.ai/integrations/erp/pylon/) - other ERPs.