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  1. Small Business CRM
  2. Your team's assistant
Reference

Put an AI agent to work in Small Business CRM

Use Proto to prepare customer work and help the responsible person inspect evidence before taking an action.

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: Help summarize customer activities, inspect due promises and prepare proposal scope with its next activity.
  • Sales Manager: Compare the submitted revision with the evidence needed for a follow-up or customer-outcome decision.
  • App Administrator: Help inspect account eligibility and membership inside the operating organization.
  • Auditor: Trace a completed promise, closing decision or unresolved operation through its retained evidence.

What stays with a person

  • The assistant works within the user's authorized scope.
  • It cannot supply the independent human review, complete an unapproved promise or invent an authoritative result for an external operation.
  • The responsible Sales Manager decides the submitted revision through the authorized action.
  • When investigating an exception, ask for an evidence summary before changing the record.

The assistant works within the user's authorized scope. It cannot supply the independent human review, complete an unapproved promise or invent an authoritative result for an external operation. The responsible Sales Manager decides the submitted revision through the authorized action.

When investigating an exception, ask for an evidence summary before changing the record. Identify the opportunity and commitment revision clearly so a later request cannot apply an earlier decision to different work.

Assistant use and connected activity follow the platform's metering. Review [pricing](/crm-for-small-business/pricing) when planning imports, connections and recurring customer work.

Set up Small Business 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