CPQ for Commercial Kitchen Equipment

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  1. CPQ for Commercial Kitchen Equipment
  2. Your quoting assistant
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Put an AI agent to work in CPQ for Commercial Kitchen Equipment

Use Proto to help prepare equipment quotes and inspect the evidence behind each decision.

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: Find my quotes nearing their validity date and summarize the equipment scope that needs a response.
  • Pricing Reviewer: Summarize the current quote revision, equipment values and review evidence before I decide.
  • App Administrator: Help check the customer's organization and the assigned team member's platform identity.
  • Auditor: Trace an unresolved operation to its quote revision, review reason and recorded effects.

What stays with a person

  • The assistant works within the user's authorized access.
  • It cannot supply an independent human approval, create customer acceptance without the customer's response, or confirm a downstream order without evidence.
  • Protected actions must use the current revision and the guarded workflow.
  • The deciding Pricing Reviewer remains responsible for the commercial or package decision.

The assistant works within the user's authorized access. It cannot supply an independent human approval, create customer acceptance without the customer's response, or confirm a downstream order without evidence. Protected actions must use the current revision and the guarded workflow. The deciding Pricing Reviewer remains responsible for the commercial or package decision.

Set up CPQ for Commercial Kitchen Equipment 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