Industrial Automation CPQ

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  1. Industrial Automation CPQ
  2. Agent assistance
Reference

Put an AI agent to work in Industrial Automation CPQ

Get the ERP.AI instructions for your agent:

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 assigned quotes, help prepare controller compatibility details and check the draft line inputs before I request pricing.
  • Pricing Reviewer: Summarize the current submitted revision, its priced lines and evidence so I can decide the offer independently.
  • App Administrator: Help prepare customer eligibility and team membership for the operating organization.
  • Auditor: Trace the accepted quote through its review reasons, attachments and operation receipts.

What stays with a person

  • Pricing Reviewer makes independent compatibility and commercial decisions.
  • Accepted-scope compensation also needs that reviewer authorization.
  • An agent follows the same access, expected-revision and validity checks as the team using the application.
  • The configured order connection supplies the actual downstream result.

Pricing Reviewer makes independent compatibility and commercial decisions. Accepted-scope compensation also needs that reviewer authorization. An agent follows the same access, expected-revision and validity checks as the team using the application.

The configured order connection supplies the actual downstream result. A Pending receipt remains unresolved until evidence supports completion. Keep customer acceptance evidence with the offer and investigate a conflicting receipt before proceeding.

Set up Industrial Automation CPQ your way.

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

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How to get started