E-commerce CRM

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  1. E-commerce CRM
  2. Agent assistance
Reference

Put an AI agent to work in E-commerce CRM

Use an agent to organize customer work and explain evidence while people retain independent review decisions.

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

  • Account Manager: Summarize owned opportunities, product-line detail and the next customer action.
  • Retention Specialist: Help prepare a clear contact purpose using the opportunity, customer context and confirmed order reference.
  • Retention Reviewer: Present the submitted plan and earlier decision reasons for the eligible person to review independently.
  • Auditor: Trace an operation result or completed contact to its authorized records and supporting references.

What stays with a person

  • An agent cannot replace the Retention Reviewer's independent human decision.
  • It cannot invent a confirmed order, completed contact or successful external email delivery.
  • Customer facts and communication results need evidence from the records or systems responsible for them.

An agent cannot replace the Retention Reviewer's independent human decision. It cannot invent a confirmed order, completed contact or successful external email delivery. Customer facts and communication results need evidence from the records or systems responsible for them.

Set up E-commerce 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