1. Conference Management
  2. Work with Proto
Reference

Put an AI agent to work in Conference Management

Give your team practical help preparing and checking event work.

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 7 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

  • Event Owner: Prepare an event with its venue, schedule and capacity for review.
  • Registration Coordinator: Find submitted registrations under the right event and summarize what needs review.
  • Admissions Lead: Compare reserved and admitted lines before the door opens.
  • Finance Reviewer: Identify operation receipts that need a linked provider or admission effect checked.

What stays with a person

  • Proto can prepare records and highlight discrepancies.
  • Event Reviewer and Registration Reviewer make the independent decisions.
  • Admissions Lead records actual entry, and Finance Reviewer verifies provider evidence against the authoritative source.
  • Keep the named person's decision and the original provider reference in the record.

Proto can prepare records and highlight discrepancies. Event Reviewer and Registration Reviewer make the independent decisions. Admissions Lead records actual entry, and Finance Reviewer verifies provider evidence against the authoritative source. Keep the named person's decision and the original provider reference in the record.

Review the prepared result before using it for a decision. Usage and payment terms appear on [pricing](/conference-management/pricing).

Set up Conference Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started