Getting Started
Everything you need to get going.
19 articles
- Fluent Technical Requirements: EpicorInfrastructure and network requirements for connecting an Epicor Kinetic instance to Fluent.
- Welcome to FluentA quick overview of what Fluent does and how your team will use it.
- Glossary: key terms explainedQuick definitions for the terms you'll encounter in Fluent.
- Logging in & navigating the workspaceHow to sign in to Fluent and find your way around the workspace.
- Contacting supportWhen to reach out and what to include so we can help you faster.
- Troubleshooting a connectionWhat to do when a connection to your ERP or CRM shows as offline or unhealthy.
- Epicor sync errorsHow to diagnose and fix errors when Fluent can't push data to Epicor.
- Why did my document fail?What the Error status means, how to read the error details, and how to get the document moving again.
- Technical Specifications & RequirementsTechnical specifications & requirements to establish connection between Fluent & Epicor
- How to enable Epicor Kinetic attachment support in Fluent?The following document outlines how to add support for Attachments in Epicor Kinetic to your Fluent agent.
- How to connect Fluent to Epicor?This document outlines how to connect Fluent to Epicor:
- How to add a new User in Fluent?This document outlines how to add a new User in Fluent, *subject to your subscription plan*.
- Understanding document statusesEvery document in Fluent moves through a lifecycle. Here's what each status means and how to find what needs your attention.
- How to upload a document manually?This document outlines how to manually upload a document into Fluent:
- Writing Agent instructionsHow to write clear, effective instructions that tell your Agent what to do, what to extract, and how to handle edge cases.
- How to create an attachment type in Epicor?This document outlines how to create an attachment type in Epicor Kinetic
- How to create an access scope in Epicor?This document outlines how to create an access scope in Epicor
- How to Configure Google Drive as an Attachment Type in Epicor KineticStep-by-step guide for connecting your Google Drive account to Epicor Kinetic so you can use it as an attachment storage location.
- Fluent Technical Onboarding: EpicorHow to configure your Fluent agent for use with Epicor Kinetic