Concierge Service App

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  1. Concierge Service App
  2. Work with Proto
Reference

Put an AI agent to work in Concierge Service App

Get the agent skill:

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

  • Property Manager: Ask for requested stays arriving soon and the resources attached to them.
  • Front Desk Agent: Ask for assigned guest requests due today and the booking behind each one.
  • Finance Officer: Ask for draft charges and pending payment evidence on a specific reservation.
  • Operations Reviewer: Ask to inspect the booking, charge and receipt records before a checkout decision.

What stays with a person

  • A human needs to decide whether to confirm a stay, accept an outlet charge or approve checkout under the property's rules.
  • Payment confirmation must be based on the payment source.
  • Proto can help find records and prepare work while the authorized person checks the evidence and makes the decision.
  • Review any metered usage for agent activity as part of the property's implementation plan.

A human needs to decide whether to confirm a stay, accept an outlet charge or approve checkout under the property's rules. Payment confirmation must be based on the payment source. Proto can help find records and prepare work while the authorized person checks the evidence and makes the decision.

Review any metered usage for agent activity as part of the property's implementation plan.

Set up Concierge Service App 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