1. Catering Order Management
  2. Agent assistance
Reference

Put an AI agent to work in Catering Order Management

Use Proto to help prepare and review catering records.

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 6 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

  • Event Coordinator: Find open orders, their menu selections and open catering exceptions for the next event.
  • Catering Approver: Show the order revision, event details and decisions that need review.
  • Kitchen Lead: List planned menu selections and the recorded kitchen stages for an order.
  • Billing Specialist: Compare captured payment records and the order total for review.

What stays with a person

  • A person decides whether an enquiry or handoff is approved.
  • The team confirms actual preparation, service and payment evidence.
  • Review the referenced order and event before accepting any suggested update.

A person decides whether an enquiry or handoff is approved. The team confirms actual preparation, service and payment evidence. Review the referenced order and event before accepting any suggested update.

Set up Catering Order Management your way.

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

How to get started