1. Driver Safety & Training
  2. Your Coaching Operations Assistant
Reference

Put an AI agent to work in Driver Safety & Training

Start with the ERP.AI skill reference:

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

  • Dispatcher: Prepare the coaching handoff from the session, incident reference and supporting load files.
  • Transport Supervisor: Summarize the submitted assessment and outstanding action evidence before the supervisor decides.
  • App Administrator: Help check driver codes, external authority references and staff membership during setup.
  • Auditor: Trace an authorized session outcome through its review and operation context without changing the records.

What stays with a person

  • The assistant cannot supply an observed assessment result that the team has not obtained or replace Transport Supervisor's independent review.
  • It must respect the signed-in person's permissions and identify the actual session being discussed.
  • A completed coaching record cannot establish a new external eligibility decision, and an uncertain receipt should not trigger blind repetition of external work.
  • AI requests and connected activity use the metering described in [pricing](/driver-safety-training/pricing).

The assistant cannot supply an observed assessment result that the team has not obtained or replace Transport Supervisor's independent review. It must respect the signed-in person's permissions and identify the actual session being discussed. A completed coaching record cannot establish a new external eligibility decision, and an uncertain receipt should not trigger blind repetition of external work.

AI requests and connected activity use the metering described in [pricing](/driver-safety-training/pricing). Confirm the intended action and scope before asking the assistant to change operational records.

Set up Driver Safety & Training your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started