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AI agents
Help your team prepare quotes, review exceptions and follow up on commercial work.
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.
Teaching an agent the system
curl -fsSL erpai.studio/skill.md
Use the platform skill alongside the deployed application’s verified contract. The skill alone does not establish that this CPQ application is launched or that a provider connection is available.
These are illustrative requests, not published API calls:
Agent executions, model use and other metered work follow the pricing contract. Sufficient credit for machine work does not grant approval authority.
# Example work after configuration
$ curl -fsSL erpai.studio/skill.md | paste into your agent
› Find quotes waiting on a terms decision and summarize the requested changes.
› Compare this proposal with the version that was sent to the buyer.
› List released orders whose billing schedule still needs review.
› Show unmatched payments with possible invoices from the same account.
› Find renewal decisions that are approaching their notice deadline.
What it cannot do alone
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.
Metering
Agent executions, model use and other metered work follow the pricing contract. Sufficient credit for machine work does not grant approval authority.
What an agent can help with
- Sales Rep’s assistant. Prepare a quote from mapped opportunity products, explain configuration warnings and draft the discount justification for review.
- Sales Manager’s assistant. Summarize pending requests with proposed prices, floor concerns and terms exceptions so the manager can decide.
- Pricing Manager’s assistant. Check price coverage, quantity bands and missing cost information, then prepare a revised book for approval.
- Deal Desk’s assistant. Compare the agreement with the approved proposal and gather the purchase order, signature evidence and order checks.
- Billing Specialist’s assistant. Compare proposed billing with the agreed schedule, suggest payment matches and prepare a credit request with its supporting evidence.