Branch Operations

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  1. Branch Operations
  2. Agent assistance
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Put an AI agent to work in Branch Operations

Use Proto to prepare and inspect branch cases with a person making each decision.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Case Analyst: Find draft transfers for an owner, summarize the account scope and list supporting documents to check.
  • Credit Reviewer: Bring the submitted revision, account rows, attachments and prior decisions together for examination.
  • Auditor: Trace a confirmed transfer through provider evidence, decision and operation receipt.
  • App Administrator: Review organization and person assignments before an access rehearsal.

What stays with a person

  • A person makes the independent review decision and verifies the provider’s actual effect.
  • Proto can prepare the case and point to inconsistent identifiers, amounts or dates.
  • It should leave an uncertain receipt or unmatched movement for the named reviewer rather than treating it as complete.

A person makes the independent review decision and verifies the provider’s actual effect. Proto can prepare the case and point to inconsistent identifiers, amounts or dates. It should leave an uncertain receipt or unmatched movement for the named reviewer rather than treating it as complete.

Set up Branch Operations your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started