Commercial Furniture CPQ

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  1. Commercial Furniture CPQ
  2. Your furniture quoting assistant
Reference

Put an AI agent to work in Commercial Furniture CPQ

Use Proto with your ERP.AI account to configure the room quoting process and assist the people responsible for it. The agent entry point is:

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

  • Quote Specialist: Prepare a conference room quote from the agreed product codes and quantities, then identify the current revision before requesting pricing.
  • Pricing Reviewer: Gather the line pricing and room evidence for a submitted revision and summarize the reason a pending operation needs investigation.
  • App Administrator: Check that the pilot customer and team membership belong to the intended operating organization.
  • Auditor: Trace the accepted quote to its pricing decision and actual operation receipts without changing the records.

What stays with a person

  • The assistant cannot replace the independent Pricing Reviewer's decision or assume customer acceptance.
  • Guarded actions still check scope, revision and validity.
  • It cannot invent an external order reference, treat a pending operation as completed or remove earlier evidence to make a correction appear simpler.
  • Agent requests and automated activity use platform usage.

The assistant cannot replace the independent Pricing Reviewer's decision or assume customer acceptance. Guarded actions still check scope, revision and validity. It cannot invent an external order reference, treat a pending operation as completed or remove earlier evidence to make a correction appear simpler.

Agent requests and automated activity use platform usage. Review [pricing](/cpq-for-commercial-furniture/pricing) against your expected imports and connection activity during setup.

Set up Commercial Furniture CPQ 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