CPQ for Data Center Infrastructure

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  1. CPQ for Data Center Infrastructure
  2. Your quoting assistant
Reference

Put an AI agent to work in CPQ for Data Center Infrastructure

Use Proto to prepare quote context and bring the evidence to the reviewer.

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 draft offer from the selected customer and rack request, then organize the line values for pricing review.
  • Pricing Reviewer: Summarize the intended revision, validity date and supporting evidence before the reviewer decides.
  • App Administrator: Help check customer codes and organization references before importing the pilot directory.
  • Auditor: Bring together the quote decision and operation result when explaining an accepted offer's history.

What stays with a person

  • The Pricing Reviewer makes the approval decision and evaluates the supporting evidence.
  • Confirm the customer response before recording acceptance, and set up the downstream connection before relying on its result.
  • Give the assistant the agreed revision and scope so a summary does not mix an earlier offer with current work.
  • Assistant activity and connected operations follow the metering described in [pricing](/cpq-for-data-center-infrastructure/pricing).

The Pricing Reviewer makes the approval decision and evaluates the supporting evidence. Confirm the customer response before recording acceptance, and set up the downstream connection before relying on its result. Give the assistant the agreed revision and scope so a summary does not mix an earlier offer with current work.

Assistant activity and connected operations follow the metering described in [pricing](/cpq-for-data-center-infrastructure/pricing). Estimate the pilot's import, pricing and review activity before expanding use.

Set up CPQ for Data Center Infrastructure 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