CRM with Call Tracking

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  1. CRM with Call Tracking
  2. Your Relationship Operations Assistant
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Put an AI agent to work in CRM with Call Tracking

Use Proto to prepare pipeline, call-review and reconciliation questions from your authorized records.

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: List assigned opportunities and prepare the next follow-up from their activity outcomes and dates.
  • Sales Manager: Summarize submitted call details and identify the version and consent evidence for review.
  • Auditor: Follow an authorized opportunity through its decisions and retained completion receipts.
  • App Administrator: Help review account eligibility and membership information for the pilot organization.

What stays with a person

  • A person remains responsible for the qualification, call-review and customer-outcome decisions.
  • Proto needs the correct account scope and current records for each request.
  • It cannot create independent review by acting twice for the same person or treat a missing confirmation as permission to repeat an action.
  • Resolve consent and evidence questions with the responsible reviewer.

A person remains responsible for the qualification, call-review and customer-outcome decisions. Proto needs the correct account scope and current records for each request. It cannot create independent review by acting twice for the same person or treat a missing confirmation as permission to repeat an action. Resolve consent and evidence questions with the responsible reviewer.

Set up CRM with Call Tracking 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