Priority ERP guides
Short guides to the questions people ask about Priority ERP: automation, AI agents, WhatsApp, integration and MCP. Each one answers first, then explains.
How the guides are written
- The short answer first, the explanation after it
- Everything said about our products is said on their product pages too
- A source for everything said about Priority itself
- In Hebrew and English, with an update date
Priority, automation and integration
Automation in Priority ERP: what it does on its own, and what needs a connection
Automation in Priority ERP: what its built-in tools do, where they stop, and how to connect Priority to your store, CRM, WhatsApp and AI agents.
Updated
AI for Priority ERP: what you can connect and run today
What you can do with AI in Priority ERP today: ask your data from Claude, ChatGPT, Gemini or Copilot, and run AI agents that work with a person approving.
Updated
How to connect WhatsApp to Priority ERP
Connecting WhatsApp to Priority ERP: automatic messages from a Make.com scenario, or an AI agent that reads and acts in Priority. A guide with an example.
Updated
How to integrate with Priority ERP: REST API, Web SDK or Make
Integrating with Priority ERP: what the REST API gives you, when you need the Web SDK or a webhook, and when a Make.com connector saves a development project.
Updated
How to connect n8n to Priority ERP
Three ways to connect n8n to Priority ERP: the HTTP Request node on the REST API, MCP for Priority’s n8n endpoint for AI agents, or a dedicated Priority node.
Updated
How to e-sign documents from Priority ERP
How to e-sign a Priority ERP document such as a price quote or an agreement: what the law recognizes, how to prove it was not changed, and how it returns.
Updated
What is MCP, and how do you connect Claude and ChatGPT to Priority ERP safely?
What MCP is, how a server connects Claude, ChatGPT, Gemini and Copilot to Priority ERP, and what to check before giving it access: identity, approval, audit.
Updated
Agents
A chatbot for Priority ERP, or an AI agent? The difference, in one example
A chatbot or an AI agent on Priority ERP: where each one's knowledge comes from, what it can do and when each fits, shown with a customer asking about an order.
Updated
An internal AI agent on WhatsApp for your team: how it works with Priority ERP
An internal WhatsApp AI agent that answers from Priority ERP, by text or voice note: permissions per employee, approval before writes, a source per number.
Updated
How to build an AI agent Priority can trust
A checklist for any AI agent on Priority ERP: identity at the door, permission levels, approval before writes, read-back, an audit log and answers with a time.
Updated
A field-sales AI agent for Priority ERP: a quote from a voice note
An AI agent salespeople ask on WhatsApp, by voice or text: stock, the customer's price and delivery from Priority ERP, and a quote recorded after approval.
Updated