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Delivery Slot Management

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  1. Delivery Slot Management
  2. Use Proto with this system
Reference

Put an AI agent to work in Delivery Slot Management

Ask Proto to prepare order, shipping and service work for your team.

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 6 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

  • Catalog Manager: List active products and their variant prices for a catalog review.
  • Customer Service Rep: Find open bookings with a payment result and no completed shipment.
  • Warehouse Operator: Group pending shipments by warehouse code and shipping method.
  • Merchant Owner: Summarize refund requests awaiting a decision by amount and reason.

What stays with a person

  • The configured role still governs access and business decisions.
  • Merchant Owner makes the refund decision; Warehouse Operator confirms physical shipment work.
  • Reconcile any provider result and carrier event before acting on a generated summary. [Download Proto](/proto), then [prepare the first operating cycle](/delivery-slot-management/get-started).

The configured role still governs access and business decisions. Merchant Owner makes the refund decision; Warehouse Operator confirms physical shipment work. Reconcile any provider result and carrier event before acting on a generated summary.

[Download Proto](/proto), then [prepare the first operating cycle](/delivery-slot-management/get-started).

Set up Delivery Slot Management 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