Photography CRM

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  1. Photography CRM
  2. Agent assistance
Reference

Put an AI agent to work in Photography CRM

Use Proto to prepare records and bring decisions to the right person.

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

  • Photographer: Show open inquiries and due activities for the owner, then prepare a customer follow-up.
  • Sales Coordinator: Find the client and contact for an incoming request and prepare the quote for review.
  • Studio Manager: Summarize submitted quotes and bookings with their customer, value and pending decision.
  • Finance Manager: Trace an invoice back to its approved booking and accepted quote.

What stays with a person

  • A human checks customer identity, accepts a price exception and approves a booking.
  • Proto can gather linked records and prepare the next action, but the designated owner records the decision.
  • Review the source records before sending an offer or committing a delivery date.

A human checks customer identity, accepts a price exception and approves a booking. Proto can gather linked records and prepare the next action, but the designated owner records the decision. Review the source records before sending an offer or committing a delivery date.

Set up Photography 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