Get started

Set up a client collaboration portal using Proto.

Example workspace
My Pending Approvals (Client)ApprovalRequests
YouPending
  • AR-60815 PP-2331 8 d
  • AR-35993 PP-3968 10 d
  • AR-67848 PP-3449 9 d
  • AR-63277 PP-2477 in 1 d
  • AR-52401 PP-8645 in 11 d
AR-60815
Subject
Pending ar-579
Type
Deliverable
PortalProject
PP-2331
RequestedAt
09 Sep
ExpiresAt
18 Sep
Client decisions →
  • 1

    Start with Proto

    Click Start now, then use Download agent to configure Client Collaboration Portal in your ERP.AI workspace.

    Start now
  • 2

    Prepare the first project

    Bring the portal brand, verified client contacts, project ownership, permitted source documents and intended approval routes.

  • 3

    Invite the right people

    Test Viewer, Collaborator and Approver access, including direct downloads, revoked links and a complete decision callback, before inviting the wider client group.

    $ curl -s erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Separate portal administration, publishing, client decisions and read-only access.

 ReportsReports and analytics

Review client engagement, approval turnaround and delivery outcomes.

 Data modelData model

The canonical records behind published client collaboration.

 IntegrationsIntegrations

Connect protected documents, project context and acknowledged decisions.

 RolloutImplementation

Configure identity, audiences and decision evidence before inviting clients.

 APIAgent reference

Use Proto to configure a scoped client collaboration experience.

Modules

ERP•AI workspace

Start now Client Collaboration Portal

Create your ERP.AI account and get started with Proto.

Start now Download agent

Customize Client Collaboration Portal. With Proto, your desktop AI agent.

Ask Proto to help you customize Client Collaboration Portal.

Customize
Client Collaboration Portal. Ask: “Adapt Portal branding and access.” ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra