Sales Manager assistant
Summarize the team’s open opportunities, forecast commitments and pending quote decisions. Compare the accepted quote revision with the requested close outcome before the manager decides.
acts as Sales Manager
Agent and automation
Understand agent and automation for CRM for Sales Pipeline.
Use Proto to configure an assistant for your team’s workflow. Set its access to the same records and actions its assigned role can use.
curl -s erp.ai/skill.md
# Example work after configuration
› Summarize opportunities with no next activity in my territory.
› Prepare the quote evidence for the manager’s pending decision.
› Explain the accepted close value and any linked reopening.
What an agent typically does
Sales Rep assistant
Prepare the next follow-up from permitted account, contact and activity records. Draft an opportunity update with its next action and supporting quote evidence.
acts as Sales Rep
Sales Ops assistant
Identify duplicate contact records, missing account ownership and inconsistent forecast periods. Prepare a reconciliation list without changing an accepted close outcome.
acts as Sales Ops
What it cannot do alone
An agent acts within the current user or service scope. It cannot provide its own independent human approval, restore a withdrawn contact purpose or turn an unknown external response into a confirmed result.
Metering
Agent executions, model usage and applicable machine operations follow platform pricing. Download agent opens Proto, where you can configure the assistant for your workspace.