ERP Integration

Connect your ERP system to enable AI agents to check inventory, retrieve pricing, and access customer data in real-time.

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Overview

ERP integrations enable agents to:

• Check product availability
• Get real-time pricing
• Look up customer order history
• Verify credit limits
• Create quotes

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Supported Systems

Emanate connects to ERPs via custom API integrations:

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Setting Up ERP Connection

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Step 1: API Access

Ensure your IT team has enabled API access from Emanate to your ERP system.

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Step 2: Create Custom Action

1. Go to agent Custom Actions
2. Click Add Tool
3. Configure the API connection

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Step 3: Configure Connection

Configure the connection by providing your ERP’s endpoint, authentication, and the data fields the agent needs (like product SKU and quantity).

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Common Integrations

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Inventory Check

Your agent can check product availability in real time and tell callers whether items are in stock.

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Pricing Lookup

Your agent can retrieve customer-specific pricing, including volume discounts, directly during calls.

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Order History

Agents can look up recent order history to provide context during conversations.

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Security

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API Key Management

Your API credentials are stored securely within Emanate.

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Network Security

• Use HTTPS endpoints only
• Consider IP allowlisting
• Implement rate limiting
• Log all API calls

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Data Handling

• Don’t log sensitive data
• Mask account numbers
• Follow data retention policies

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Error Handling

Configure timeout limits, automatic retries, and a fallback message the agent uses if the system is temporarily unavailable.

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Testing

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Test in Sandbox

1. Use ERP sandbox environment
2. Test all API endpoints
3. Verify data formats

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Production Testing

1. Test with real data carefully
2. Monitor API logs
3. Check for rate limiting

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Troubleshooting

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Next Steps