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.
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.mdAssign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
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.
Finds stalled opportunities, explains changes since the last forecast and prepares the commercial terms that need review.
Identifies duplicate records, routing exceptions and incomplete commission evidence. Proposes changes while preserving historical account ownership and earning attribution.
Prepares campaign audiences and content under the agreed release policy. Checks channel preferences and flags conflicting recipient identities before delivery.
Explains configuration conflicts against the applicable product rules and collects the technical evidence needed for an exception decision.
Proposes invoice-to-delivery matches, payment applications and collection follow-up. Keeps the original documents, currencies and unresolved provider outcomes visible.
Start free, then use Proto to change fields, steps and approvals before your team goes live.