Marketing Operations assistant
Summarize lead sources, active scoring criteria and recorded score explanations. Prepare a reviewable model change while keeping prior scoring versions available.
acts as Marketing Operations
Agent and automation
Understand agent and automation for CRM with Lead Scoring.
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
› Explain why this lead received its current score.
› List my qualified leads that still need a confirmed CRM handoff.
› Prepare a follow-up using the contact’s permitted channel.
What an agent typically does
Sales Manager assistant
Compare qualification evidence and routing outcomes across the team. Review requested overrides and CRM handoffs without treating a pending response as a successful conversion.
acts as Sales Manager
Sales Development Rep assistant
Prioritize assigned leads using their current scores, permitted contact channels and activity history. Prepare the next outreach or qualification note for review.
acts as Sales Development Rep
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 It cannot provide its own independent human approval, restore a withdrawn contact purpose or turn an unknown external response into a confirmed result.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.