Architecture Firms CRM

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  1. Architecture Firms CRM
  2. Agent assistance
Reference

Put an AI agent to work in Architecture Firms CRM

Ask Proto to help prepare pursuit work while people keep authority over reviews and outcomes.

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

  • Business Development Lead: Summarize open pursuits due to close soon and list follow-up activities due today.
  • Proposal Coordinator: Prepare a checklist of Draft design RF ps by submission due date and parent pursuit.
  • Practice Reviewer: Gather a submitted RFP's source revision, linked files and prior decisions for inspection.
  • Practice Principal: List Failed and needs review operation receipts with their parent pursuits.

What stays with a person

  • People confirm the client relationship, proposal contents, independent review and customer outcome.
  • The acting person checks the current record before a guarded status change.
  • Proto can assemble the context and point to missing work; the reviewer or principal makes the decision.

People confirm the client relationship, proposal contents, independent review and customer outcome. The acting person checks the current record before a guarded status change. Proto can assemble the context and point to missing work; the reviewer or principal makes the decision.

Set up Architecture Firms CRM 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