Sales Rep's assistant
Summarizes account activity, prepares next steps and drafts an offer using the approved product and price basis. Brings the qualification evidence to the rep for the recorded decision.
acts as Sales Rep
AI assistants and API
Help sales teams prepare, follow up and investigate exceptions.
A CRM assistant can summarize an account, draft a follow-up or explain why a deal needs review. The specification describes these uses; the application and service actions must be configured and verified before an assistant can work on customer data.
Teaching an agent the system
curl -s erp.ai/skill.md
Start with the platform skill, then confirm the deployed application’s supported records, actions and service identity. The website’s specification is not a guarantee that a particular CRM endpoint is already available.
These are illustrative work requests, not a published endpoint contract. Confirm the deployed actions and response handling during implementation.
Machine requests, managed executions and model usage are metered under the pricing rules. Ordinary manual work in the official interface is free. Assign assistants scoped identities, review their proposed work and inspect usage receipts as their responsibilities grow.
# Example work after configuration
$ curl -s erp.ai/skill.md | paste into your agent
› Summarize the open opportunities and latest commitments on my accounts.
› Prepare a qualification review from the lead's source and activity history.
› Explain which quote lines need commercial or technical review.
› Compare this forecast with its previous submitted version.
› Find renewal work affected by a changed or terminated contract.
› Explain a commission difference using the frozen plan and credited sales.
› Suggest a payment application without changing the original receipt.
What an agent typically does here
Sales Manager's assistant
Finds stalled opportunities, explains changes since the last forecast and prepares the commercial terms that need review.
acts as Sales Manager
Sales Ops' assistant
Identifies duplicate records, routing exceptions and incomplete commission evidence. Proposes changes while preserving historical account ownership and earning attribution.
acts as Sales Ops
Marketing Manager's assistant
Prepares campaign audiences and content under the agreed release policy. Checks channel preferences and flags conflicting recipient identities before delivery.
acts as Marketing Manager
CPQ Admin's assistant
Explains configuration conflicts against the applicable product rules and collects the technical evidence needed for an exception decision.
acts as CPQ Admin
AR Clerk's assistant
Proposes invoice-to-delivery matches, payment applications and collection follow-up. Keeps the original documents, currencies and unresolved provider outcomes visible.
acts as AR Clerk
What it cannot do alone
Required human decisions remain with the accountable role. An assistant cannot turn a preparation task into qualification, commercial approval, technical exception approval or commission payout authorization. It cannot use broad access to expose another rep's pay, bypass a communication preference or reuse an old signature after terms change. Uncertain sends and payouts need reconciliation before another request can create an additional effect.
Metering
Machine requests, managed executions and model usage are metered under the pricing rules. Ordinary manual work in the official interface is free. Assign assistants scoped identities, review their proposed work and inspect usage receipts as their responsibilities grow.