Industrial Machinery CPQ

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  1. Industrial Machinery CPQ
  2. Agent assistance
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Put an AI agent to work in Industrial Machinery CPQ

Use Proto to prepare quote work, explain review evidence and investigate operation outcomes within the team's authority.

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: Help prepare an assigned draft, identify price-input issues and summarize the machine requirements before submission.
  • Pricing Reviewer: Gather the current quote revision, line-price detail and supporting evidence for the independent commercial decision.
  • App Administrator: Help review customer eligibility and organization membership during setup.
  • Auditor: Summarize the decision trail and open operation receipts for an accepted quote.

What stays with a person

  • The assistant works within the acting user's access and the guarded business actions.
  • Pricing Reviewer supplies the independent approval.
  • Customer acceptance needs the customer's instruction and an approved offer within its validity period.
  • Order handoff completion needs real evidence from the configured downstream connection.

The assistant works within the acting user's access and the guarded business actions. Pricing Reviewer supplies the independent approval. Customer acceptance needs the customer's instruction and an approved offer within its validity period. Order handoff completion needs real evidence from the configured downstream connection.

An assistant can explain an exception and prepare the next request for the authorized person. It must preserve the quote revision and operation identity, and keep Internal attachments within their intended scope. Use the team rehearsal to check those boundaries before operational release.

Set up Industrial Machinery 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