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E-commerce + CRM + Analytics + Support

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  1. E-commerce + CRM + Analytics + Support
  2. Work with an agent
Reference

Put an AI agent to work in E-commerce + CRM + Analytics + Support

Use Proto to prepare records and ask for context while people keep the decisions.

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

  • Sales Representative: Ask for assigned open opportunities due for a customer decision and the activities still open on each.
  • Sales Manager: Ask for proposal-stage deals with approaching close dates and the related action receipts.
  • Retention Specialist: Ask for assigned follow-ups by date, purpose and review status before planning customer contact.
  • Retention Reviewer: Ask for submitted cases, the parent opportunity and the current revision before recording a decision.

What stays with a person

  • A person decides whether a customer conversation qualifies, whether a deal was won or lost, and whether a retention case should be approved.
  • The agent can organize the related records and prepare a comparison.
  • The Retention Reviewer makes the independent decision, and the owner checks outside order references with their source.
  • Review the records and action results before relying on an answer.

A person decides whether a customer conversation qualifies, whether a deal was won or lost, and whether a retention case should be approved. The agent can organize the related records and prepare a comparison. The Retention Reviewer makes the independent decision, and the owner checks outside order references with their source.

Review the records and action results before relying on an answer. Agent usage depends on the plan and the work requested.

Set up E-commerce + CRM + Analytics + Support 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