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  1. SaaS CRM
  2. Your CRM Assistant
Reference

Put an AI agent to work in SaaS CRM

Start with the ERP.AI skill reference:

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: Prepare the next conversation from an opportunity's activity outcomes and identify the evidence needed for a renewal review.
  • Sales Manager: Summarize the current proposal scope and review reasons before the manager makes an independent decision.
  • App Administrator: Help check account codes, organization links and team membership during setup.
  • Auditor: Trace a decision through its source revision and action receipt using authorized read-only access.

What stays with a person

  • The assistant cannot supply customer acceptance evidence that the team has not obtained or make a Sales Manager's independent decision on their behalf.
  • It must respect the signed-in person's permissions, current revision and operation identity.
  • A pending action remains pending until its required effect is confirmed.
  • AI requests and connected activity use the metering described in [pricing](/crm-for-saas/pricing).

The assistant cannot supply customer acceptance evidence that the team has not obtained or make a Sales Manager's independent decision on their behalf. It must respect the signed-in person's permissions, current revision and operation identity. A pending action remains pending until its required effect is confirmed.

AI requests and connected activity use the metering described in [pricing](/crm-for-saas/pricing). Review the requested action and its intended scope before asking the assistant to execute a change.

Set up SaaS 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