Cold Storage Management

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  1. Cold Storage Management
  2. Your cold-storage assistant
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Put an AI agent to work in Cold Storage Management

Use Proto to configure Cold Storage Management around your location identities, stock rules and review responsibilities. Begin with a known lot and a request the team can trace through its operating cycle.

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

  • Inventory Clerk: Gather open requests with the selected item and location, then identify the lots and held commitments relevant to the next reservation.
  • Inventory Supervisor: Prepare the submitted excursion queue with each parent request, current revision and observation context for independent review.
  • Auditor: Follow a request through its decision, posted movement, compensation references and verification receipts.
  • App Administrator: Check the team-member and organization context used when setting up access for the first operating cycle.

What stays with a person

  • Inventory Supervisor remains responsible for the authorized stock decision.
  • Excursion decisions require a permitted person other than the creator.
  • Request and excursion decisions check the current revision, and every action must respect configured access.
  • The assistant needs the actual source records and agreed operating method before preparing a recommendation or carrying out an authorized action.

Inventory Supervisor remains responsible for the authorized stock decision. Excursion decisions require a permitted person other than the creator. Request and excursion decisions check the current revision, and every action must respect configured access. The assistant needs the actual source records and agreed operating method before preparing a recommendation or carrying out an authorized action.

Agent use and implementation follow the terms on [Pricing](/cold-storage-management/pricing). Include expected stock actions and connection activity when reviewing usage for the first cycle.

Set up Cold Storage Management 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