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B2B CRM
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  1. B2B CRM
  2. Agent and API
Reference

Put an AI agent to work in B2B CRM

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.

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 8 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 development rep: 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.
  • Account executive: Keeps the buying committee current from mail and calendar and drafts the next step after each meeting from the notes.
  • Sales manager: 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.
  • Deal desk: Summarises a submitted quote against the account's discount history and the floor, and drafts the approval comment for the approver to decide on.

What stays with a person

  • 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.

An assistant for each role

Sales development rep's assistant

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.

Account executive's assistant

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.

Sales manager's assistant

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.

Deal desk's assistant

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.

Customer success manager's assistant

Watches notice deadlines, drafts the business review agenda from usage and support data, and proposes the renewal risk with its reasons.

Sales operations' assistant

Models a draft realignment and writes up the moves per manager with the pipeline and contract value each would carry.

Set up B2B CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started

A personal agent for your business

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