1. Courier & Parcel Management
  2. Your dispatch assistant
Reference

Put an AI agent to work in Courier & Parcel Management

Load the ERP.AI skill in your agent environment:

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

  • Dispatcher: Show my planned loads and summarize their promised delivery, stop windows and outstanding scan preparation.
  • Transport Supervisor: Prepare a review of submitted parcel scans, highlighting the tracking number, physical event time and any mismatch with supporting evidence.
  • Admin: Help inspect assignment intervals and identify driver or vehicle commitments that overlap the requested load window.
  • App Administrator: Prepare partner and fleet roster updates while preserving stable codes, authority references and organization membership.

What stays with a person

  • The assistant cannot invent a physical pickup, scan or recipient proof.
  • Transport Supervisor makes the independent review decision, and assisted actions remain subject to the person's authority and current record revision.
  • An uncertain operation requires inspection of actual effects before any further external execution.
  • For example: Prepare the operating identities and evidence connections through [Implementation](/courier-parcel-management/implementation) before using assisted actions in daily dispatch.

The assistant cannot invent a physical pickup, scan or recipient proof. Transport Supervisor makes the independent review decision, and assisted actions remain subject to the person's authority and current record revision. An uncertain operation requires inspection of actual effects before any further external execution.

For example:

Prepare the operating identities and evidence connections through [Implementation](/courier-parcel-management/implementation) before using assisted actions in daily dispatch.

Set up Courier & Parcel Management your way.

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

How to get started