Schools/Tutoring CRM

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  1. Schools/Tutoring CRM
  2. Your agent
Reference

Put an AI agent to work in Schools/Tutoring CRM

Give Proto a concrete customer case to prepare and inspect with your team.

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 6 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 Owner: Prepare a prospect account, link contacts and organize a new opportunity for the owner's review.
  • Sales Lead: Summarize open opportunities by stage and identify due follow-ups for a pipeline meeting.
  • Tutor: Check whether a draft session has a date, tutor, purpose and reference before submission.
  • Session Reviewer: Present the submitted session, attachment and current revision for a decision.

What stays with a person

  • A customer decides whether to accept an offer.
  • A person responsible for the session makes the independent review decision.
  • The team should verify the source records before acting on a suggested correction or an exception summary.

A customer decides whether to accept an offer. A person responsible for the session makes the independent review decision. The team should verify the source records before acting on a suggested correction or an exception summary.

Set up Schools/Tutoring 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