Citizen Service Portal

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  1. Citizen Service Portal
  2. Work with Proto
Reference

Put an AI agent to work in Citizen Service Portal

Ask Proto to prepare and explain application work.

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

  • Operator: Ask for the applications assigned to you that still have pending requirements or open follow-up actions.
  • Reviewer: Ask for a revision summary with the requirement outcomes, evidence verification and recorded reasons before deciding.
  • Administrator: Ask which public services are active and which organization owns each one.
  • Analyst: Ask for applications grouped by service and current status, then inspect the underlying records.

What stays with a person

  • A person must make the independent review decision and resolve uncertain external outcomes.
  • Proto can prepare the record and explain its links; the assigned team member checks the evidence and records the authorized action.

A person must make the independent review decision and resolve uncertain external outcomes. Proto can prepare the record and explain its links; the assigned team member checks the evidence and records the authorized action.

Set up Citizen Service Portal 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