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vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

WARNING: This feature has been added to the Single Sign-On configuration (refer to Chapter 18.11). You can configure the LDAP server data in vtenext to synchronise user passwords. Note that when the LDAP authentication method is used, the password is entirely ...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro). From Settings > Currencies you can view the currencies configured in t...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery Notes...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.

REST Webservice Settings From the CRM settings its possible to view the available web services (referred here as webservice, or REST webservice), to allow external applications to interact with the CRM itself, using the REST paradigm. A webservice is accessibl...

Single Sign-On (SSO) is an authentication mechanism that allows users to access multiple applications or services with a single set of login credentials (e.g., one username and password). Instead of authenticating separately for each service, the user logs in ...

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of a...

Manages and displays the system logs of file or database type for modules:

For the correct functioning of the application, it is necessary to activate the jobs related to automatic processes in the cron/planning activities of the server on which vtenext is installed, The functions affected by this configuration are: workflow (email ...

The LLM section of the settings allows you to register the Large Language Models (LLMs) that vtenext can use for AI agents and other AI-powered features. Here, you can define the model's connection details, assign it a name for identification, and configure pa...

The MCP Servers section allows you to publish, through vtenext, an MCP endpoint that makes CRM tools and operations available to compatible external clients. In practice, this section is used to define which MCP server to expose and which tools to publish thro...

The MCP Clients section is used to connect vtenext to an external or internal MCP server, allowing it to retrieve and use the available tools within processes and agents. In practice, this section is where you configure how to reach the MCP server, how to auth...

The Agents section allows you to configure AI agents that combine an LLM model, one or more MCP tools, and, if required, CRM documents to use as a knowledge base. In practice, this is where you define how the agent reasons, which tools it can use, and which co...

The Assistant section allows you to define how the vtenext Kitt Assistant should generate its responses. In practice, this is where you choose which response engine to use: a direct LLM, a preconfigured agent, or a custom REST Web Service. In summary: the assi...

Below are some example requests to demonstrate the assistant’s capabilities. Creating an Account I can create any record managed by the CRM, such as an account in this case. Any tools used by the assistant are displayed, and for write operations, approval is r...

TeamsPhone Plugin è un plugin nativo per vtenext che integra il sistema di telefonia Microsoft Teams con il CRM. Quando arriva una chiamata, il plugin riconosce automaticamente il numero del chiamante e mostra all'operatore le informazioni corrispondenti già p...

Il funzionamento di TeamsPhone Plugin si articola in tre fasi automatiche: Notifica della chiamata: quando arriva una chiamata, non è TeamsPhone Plugin a intercettarla, ma è Microsoft Teams stesso a inviare proattivamente la notifica al CRM tramite una policy ...