Medical Devices CPQ

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  1. Medical Devices CPQ
  2. Agent assistance
Reference

Put an AI agent to work in Medical Devices CPQ

Use Proto to configure the quote pilot and help the team assemble the evidence for each commercial 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: Help prepare the Draft quote, check USD line arithmetic and organize device requirements for the current revision.
  • Pricing Reviewer: Bring the priced revision, owner and supporting evidence together before the independent decision.
  • App Administrator: Help check customer organization, eligibility details and account-to-member mapping for the pilot.
  • Auditor: Help trace a receipt exception to the quote, line and review evidence without rewriting the recorded outcome.

What stays with a person

  • Pricing Reviewer makes the independent pricing decision, and the customer supplies acceptance of the approved offer.
  • An assistant cannot replace those decisions or invent a downstream order reference.
  • Protected transitions must use the authorized actions and their revision and scope checks.
  • Connect external services through an agreed destination and evidence contract.

Pricing Reviewer makes the independent pricing decision, and the customer supplies acceptance of the approved offer. An assistant cannot replace those decisions or invent a downstream order reference. Protected transitions must use the authorized actions and their revision and scope checks. Connect external services through an agreed destination and evidence contract.

Agent activity is metered by usage. Review [pricing](/cpq-for-medical-devices/pricing) and estimate expected preparation, import and connection activity during setup.

Set up Medical Devices 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