CRM + Marketing Automation

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  1. CRM + Marketing Automation
  2. Use Proto with this system
Reference

Put an AI agent to work in CRM + Marketing Automation

Ask Proto to prepare nurture work and explain outcomes while keeping the manager\u2019s decisions with the manager.

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

  • Marketing Operations' assistant: Inspect the audience conditions and both branch destinations, then prepare the member case to rehearse.
  • Marketing Manager: Prepare the content and program review with the message version, goal and prior decision context.
  • Sales Manager: Explain a lead's score from the permitted contribution trail and source activity before follow-up.
  • Marketing Systems Admin: Compare the opt-out request with the connected sending service's response and prepare the access review.

What stays with a person

  • Proto works through the authorized actor's permissions.
  • Marketing Manager makes the content and program decisions.
  • The team provides the real source identity and reviews unknown contact details.
  • Proto must preserve global suppression and keep each execution result attached to its member.

Proto works through the authorized actor's permissions. Marketing Manager makes the content and program decisions. The team provides the real source identity and reviews unknown contact details. Proto must preserve global suppression and keep each execution result attached to its member. Marketing Operations reviews corrections before work resumes, while Sales Manager checks the qualification handoff before a rep acts on it.

Set up CRM + Marketing Automation 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