How an agent runs B2B CRM: identity, permissions, the calls it makes, and what it may not do without a person.
The intended agent contract uses the configured application’s records and workflows under a separate identity. Its permissions follow the role matrix, and human decisions remain assigned to people. Obtain endpoint addresses and authentication details from your application’s documentation.
Use this specification to agree the records an agent may read or draft. After the application is configured, obtain its API documentation and any generated skill.md, then assign a service identity. Verify that identity against the enabled actions before connecting customer data.
Reads and writes are metered as machine work on the pricing page. There are no per-user fees for people or for agents.
Enriches new leads, drafts the first outreach from the source and the campaign, logs replies as activities on the lead, and proposes qualified or disqualified with the reason for the rep to confirm.
acts as Sales Development Rep
Keeps the buying committee current from mail and calendar and drafts the next step after each meeting from the notes. It prepares the quote from the products on the deal and flags a deal whose next step date is about to pass.
acts as Account Executive
Prepares the pipeline review: deals that slipped between the weekly snapshots, deals with no touch, forecast categories that disagree with the stage, and a draft of the review comment per deal.
acts as Sales Manager
Summarises a submitted quote against the account's discount history and the floor, and drafts the approval comment for the approver to decide on. For the bookings check it lays a pending close beside its accepted quote and signed paperwork.
acts as Deal Desk
Approval conditions.
Watches notice deadlines, drafts the business review agenda from usage and support data, and proposes the renewal risk with its reasons.
acts as Customer Success Manager
Models a draft realignment and writes up the moves per manager with the pipeline and contract value each would carry.
acts as Sales Operations
Booking waits for the deal desk.
The configured workflows must keep lead acceptance with Account Executive, negotiation approval with Sales Manager and bookings validation with Deal Desk. An agent can prepare evidence and drafts for those decisions. Forecast review, quote approval and realignment approval also remain human actions. Rehearsal must verify refusal of unauthorised actions and attribution of every permitted write before the agent is enabled.
Reads and writes are metered as machine work on the pricing page. There are no per-user fees for people or for agents.
Create your ERP.AI account and get started with Proto.
We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy
We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.
Learn more about how we use cookiesThese cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.
These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.
These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.