Use Proto to configure a scoped client collaboration experience.
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.mdAssign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
Prepare invitations and access-review lists for the intended projects.
Prepare a document share or approval request with its source and audience.
Summarize permitted engagement signals and unresolved client follow-ups.
Start free, then use Proto to change fields, steps and approvals before your team goes live.