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Coaching Institute Mgmt

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  1. Coaching Institute Mgmt
  2. Agent assistance
Reference

Put an AI agent to work in Coaching Institute Mgmt

Use Proto to prepare and inspect enrollment work with human review.

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

  • Instructor: Summarize an enrollment's pending requirements, evidence and assigned follow-ups.
  • Reviewer: Gather the exact revision, linked documents and earlier return reason before a decision.
  • Administrator: Compare active course dates and organization ownership before intake.
  • Analyst: Trace a delivered case through the decision, history and operation result.

What stays with a person

  • The institute decides its course policy and the Academic Reviewer makes the independent approval decision.
  • A person must confirm an external delivery result before the team treats an uncertain attempt as complete.

The institute decides its course policy and the Academic Reviewer makes the independent approval decision. A person must confirm an external delivery result before the team treats an uncertain attempt as complete.

Set up Coaching Institute Mgmt 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