AI-Voice Employee for Acumatica ERP
A voice AI layer that sits directly on top of Acumatica. The AI-Voice Employee can take and make customer calls, check inventory, build and email quotes, book appointments, and create RMAs, then record the outcome in your ERP. When a call needs a person, your team takes it from there.
Live now: handling thousands of calls per day and creating just as many transactions in Acumatica.
Call our AI demo and talk to it the way a customer would. The demo is modeled on our longtime client Deco Lighting.
The work your team knows it should be doing
Most growing businesses have valuable work that doesn't get done consistently. That isn't for lack of effort. Your team is already busy.
- Sales leads don't always get a quick follow-up.
- Open quotes sit untouched.
- Routine "where's my order?" and "do you have it in stock?" calls eat up staff time.
- Customers who haven't ordered in a while never hear from you.
- Opportunities slip because everyone is handling higher-priority work.
Hiring another person for every call or follow-up doesn't scale. Putting a basic phone menu in front of customers doesn't solve the problem either.
How the AI-Voice Employee works
The AI-Voice Employee connects a natural phone conversation to real work inside Acumatica.
The call starts
A customer calls in, or the AI places an outbound call, such as a follow-up on an open quote or a check-in with a customer who hasn't ordered recently.
It understands the request
The AI identifies the customer and works out what they need, whether that's pricing, availability, an order status, a return or an appointment.
It works inside Acumatica
Using only the information and actions you've authorized, the AI can check inventory, confirm compatibility, prepare a quote, create a sales order or RMA, or book time with your team.
It completes the task or hands off
Routine requests can be completed on the call, for example by emailing a quote. Special pricing, unusual requests or anything outside your rules is routed to the appropriate rep in Acumatica.
The outcome is recorded
Activity and results are captured in the customer's history, so your sales and service teams can see what happened.
What the AI-Voice Employee can do
Capabilities are configured around your workflows and the actions you authorize. Here are some of the most common:
Inbound and outbound calls
Answers customer calls, including after hours, and makes outbound sales and follow-up calls using current information from Acumatica.
Quotes built and emailed
Prepares a quote from the customer's requirements, your pricing and approved business rules, then emails it while the customer is still on the line.
Appointments and demos
Schedules appointments, demos and follow-up calls with the right team member.
Returns (RMAs)
Creates the RMA in Acumatica when a customer calls about a return.
Win-back calls
Calls customers who haven't bought in a while, reopens the conversation and logs the response.
Inventory and compatibility
Checks stock and availability during the conversation and helps customers find the right or related products.
Sales orders
Creates the sales order when a customer is ready to buy.
Order and shipment status
Answers "where's my order?" without a team member having to look it up.
Quote and opportunity follow-up
Follows up on open quotes and opportunities and captures what the customer says.
CRM activity updates
Records conversations and results so each call becomes part of the customer's history.
Dozens of languages
Talks with customers in dozens of languages, configured to the ones your customers use (or all of them).
Human handoff
Routes the call to the appropriate rep in Acumatica when a conversation needs judgment, expertise or an exception.
See these in action, from a quote that's built and emailed on the call to a win-back call that brings a lapsed customer back.
Explore use cases →Built on Acumatica, governed like your team
The AI-Voice Employee isn't a standalone phone bot. It's a voice AI layer that sits directly on top of the Acumatica stack and works with your customers, inventory, pricing, quotes, orders, shipments and CRM activity.
You stay in control of what the AI can see and do. The AI works within defined permissions, workflows, and business rules. Just as employees have different security roles inside Acumatica, the AI-Voice Employee should only have access to the information and actions required for its job.
- Permissions: Access only to the data and actions you authorize.
- Security roles: Scoped to the job, the same way you scope an employee's role.
- Workflows: Built around how your business already operates in Acumatica.
- Business rules: Pricing, quoting and ordering follow your approved rules. Exceptions go to a person.
Our team has worked on the Acumatica platform for more than a decade as an Acumatica Gold Partner. That ERP experience is what makes the conversation lead to the right transaction behind it.
See how the integration and permissions work →
Why businesses add the AI-Voice Employee
Faster response times
Customers get answers on inventory, orders and quotes without waiting for someone to be free.
Follow-up that actually happens
Open quotes, new leads and lapsed customers get consistent attention.
Your team on higher-value work
Routine, predictable calls are handled, so people can focus on relationships, judgment and complex issues.
Better customer experiences
Natural conversations, clear next steps and support in dozens of languages.
Capacity without adding headcount for every call
Handles a high volume of repetitive conversations consistently, including after-hours calls.
More value from your ERP data
Puts the information already in Acumatica to work on every call, and records the results back in your ERP.
Already at work in real businesses
After nearly two years of development, we introduced the AI-Voice Employee at Acumatica Ascend 2026. Our proprietary technology, developed by our team, is now running within organizations ranging from LegalZoom and 1-800Accountant to longtime CyberCore clients such as Deco Lighting.
Live at real-world volume
Handling thousands of calls per day and creating just as many transactions in Acumatica.
Running today
In use at LegalZoom, 1-800Accountant and Deco Lighting.
Launched at Acumatica Ascend 2026
Introduced to the Acumatica partner community after nearly two years of development.
Coming to the Acumatica Marketplace
We plan to make the AI-Voice Employee available through the Acumatica Marketplace.
Try the AI Demo
The demo is modeled on Deco Lighting. Call (213) 521-8801 and interact with it just as a customer would.
Are you an Acumatica partner?
We've begun signing on other Acumatica partners so they can offer the AI-Voice Employee to their own customers.
Learn about partnering with us →Frequently asked questions
Does the AI-Voice Employee replace my staff?
No. The goal is to automate repetitive, predictable work so your people can spend more time on conversations that need judgment, expertise and relationships. Often the biggest win is getting done the work nobody currently has time for.
How does it connect to Acumatica?
The AI-Voice Employee is a voice AI layer that sits directly on top of the Acumatica stack. The AI works with information and processes inside Acumatica and other approved systems, limited to the actions you authorize. More on how it works →
What happens when the AI can't help?
The AI routes the call to the appropriate rep in Acumatica. You decide where that line is. A routine inventory question might be handled entirely by the AI, while special pricing, unusual requirements or complex issues go to a person.
Can it make outbound calls, not just answer them?
Yes. The AI-Voice Employee works both inbound and outbound, including sales follow-up, open-quote follow-up and win-back calls to customers who haven't bought in a while.
What languages does it speak?
Dozens of them. We configure the AI-Voice Employee for the languages your customers use, or all of them, so you can serve a broader customer base.
Does it work with our phone system, and can it take after-hours calls?
The AI-Voice Employee works with many VoIP phone systems and handles after-hours calls, so customers can still get answers when your office is closed. Calls are recorded for analysis and training, and call recording follows applicable state laws. More on how it works →
How can I try it?
Call our AI demo at (213) 521-8801. It's modeled on our longtime client Deco Lighting, so you can talk to it just as a customer would. When you're ready to talk about your own workflows, book a call.
I'm an Acumatica partner. Can I offer it to my customers?
Yes. We've begun signing on other Acumatica partners so they can offer the technology to their own customers. See partner details →
Put the AI-Voice Employee to work on your phones
Book a free 30-minute strategy call and we'll look at where the AI-Voice Employee fits your sales, customer service and operations workflows, all without any commitments. Or call the AI demo and hear it for yourself first!
Questions? Call us at (888) 521-1801 or email info@cloudcybercore.com.
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