- CPQ & Quote-to-Cash
- AI agents
Put an AI agent to work in CPQ & Quote-to-Cash
An assistant can help sales and finance prepare work once the application and its access are configured. Give it a scoped identity, verify the records and actions it can use, and retain the context behind each proposed change. Access to a quote does not grant authority to approve it.
Set it up
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.mdGive it a role
Assign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.
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.
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 stays with a person
- Configure human approval actions separately from assistant preparation.
- Discount and terms decisions, contract verification, order confirmation and release, schedule activation and credit decisions stay with authorized people.
- An assistant cannot grant itself delegation, change an accepted proposal, treat a missing provider response as success or turn a suggested cash match into an approved correction.
- These are implementation requirements for the assistant’s access and action policy.
- Verify them in the configured application, including row restrictions, protected fields and attribution for any permitted write.
Set up CPQ & Quote-to-Cash your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.