B2C CRM

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  1. B2C CRM
  2. Assistance for consumer relationship teams
Reference

Put an AI agent to work in B2C CRM

Help owners prepare clear evidence and help reviewers investigate the records behind a decision.

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

  • Relationship Owner: Summarize the assigned opportunity's conversation history and help prepare the next activity or proposal-review request.
  • Sales Manager: Compare submitted evidence with the requested decision and identify questions about the source revision, consent basis or customer outcome.
  • App Administrator: Help check consumer account context and active organization membership before the pilot relationship is assigned.
  • Auditor: Trace an authorized opportunity through its review decisions and operation receipts, keeping the original evidence unchanged.

What stays with a person

  • The Sales Manager makes the independent review decision.
  • Assistance must respect the signed-in user's organization scope and keep the decision tied to the submitted revision.
  • A prepared summary needs checking against the source evidence before it is used to approve a proposal, segment or customer outcome.
  • External execution requires the configured connection and its authorization.

The Sales Manager makes the independent review decision. Assistance must respect the signed-in user's organization scope and keep the decision tied to the submitted revision. A prepared summary needs checking against the source evidence before it is used to approve a proposal, segment or customer outcome.

External execution requires the configured connection and its authorization. A retry must preserve the operation identity, and a compensating action needs the required downstream confirmation before reconciliation marks it complete.

Review [roles and access](/crm-for-b2c/roles), then [prepare the first operating cycle](/crm-for-b2c/get-started) with the people who will run the relationship.

Set up B2C 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