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CRM + E-commerce for D2C

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  1. CRM + E-commerce for D2C
  2. Work with Proto
Reference

Put an AI agent to work in CRM + E-commerce for D2C

Ask Proto to prepare customer, pipeline and retention work for review.

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 6 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

  • Sales Owner: Ask for opportunities awaiting a next step or a close-date review.
  • Sales Manager: Ask for stage and expected-value summaries by owner.
  • Retention Owner: Ask for dated follow-ups that need preparation.
  • Retention Reviewer: Ask for submitted follow-ups and their linked opportunity context.

What stays with a person

  • A person decides whether a submitted follow-up is approved or rejected.
  • The sales owner remains responsible for the meaning of a proposal and the accuracy of a closing outcome.
  • Proto can prepare a case for review, but the team records the decision and checks its evidence.

A person decides whether a submitted follow-up is approved or rejected. The sales owner remains responsible for the meaning of a proposal and the accuracy of a closing outcome. Proto can prepare a case for review, but the team records the decision and checks its evidence.

Set up CRM + E-commerce for D2C 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