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Crypto Exchange Platform

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  1. Crypto Exchange Platform
  2. Work with Proto
Reference

Put an AI agent to work in Crypto Exchange Platform

Ask for help preparing records and inspecting outstanding work.

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

  • Operations Analyst: Show my draft instructions and the provider responses still pending.
  • Independent Finance Reviewer: Present the instruction revision, account scope and evidence waiting for my decision.
  • Auditor: Trace a confirmed instruction to its decision, provider evidence and operation receipt.
  • App Administrator: Check active counterparties and team membership for the pilot organization.

What stays with a person

  • A request from an assistant does not replace the independent reviewer, provider confirmation or evidence check.
  • The authorized person must decide on the exact revision and the team must verify provider effects before closing the case.

A request from an assistant does not replace the independent reviewer, provider confirmation or evidence check. The authorized person must decide on the exact revision and the team must verify provider effects before closing the case.

Set up Crypto Exchange Platform 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