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Click & Collect System

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  1. Click & Collect System
  2. Agent assistance
Reference

Put an AI agent to work in Click & Collect System

Use Proto to help staff inspect and prepare storefront 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 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

  • Catalog Manager: Find an active product and its variant prices in the selected catalog.
  • Customer Service Rep: Summarize an order's lines, financial status, shipment and event history for a customer question.
  • Warehouse Operator: List pending shipments and the related variant stock by warehouse code.
  • Merchant Owner: Prepare a refund review from the original order, payment evidence and prior refunded amount.

What stays with a person

  • A person remains responsible for changing commercial settings, deciding a refund and confirming a provider result.
  • Ask the assistant to cite the record it used and check the current status before acting.

A person remains responsible for changing commercial settings, deciding a refund and confirming a provider result. Ask the assistant to cite the record it used and check the current status before acting.

Set up Click & Collect System 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