Sales Rep's assistant
Summarizes account activity, drafts follow-ups and prepares an offer from the approved product prices. Flags the discount or term that needs review without exposing restricted cost information.
acts as Sales Rep
AI assistants and API
Give your teams help with preparation, follow-up and exception review.
An assistant can help a sales rep prepare a quote, a buyer follow a late order or a controller investigate an unreconciled balance. Education & School ERP specifies these use cases; the application and its service access must be configured and tested before an assistant can act on company data.
Teaching an agent the system
curl -s erp.ai/skill.md
Use the platform skill as a starting point. Confirm the deployed application’s records, supported actions and identity setup during implementation. A published specification does not establish that a particular endpoint or workflow is already available.
The following are illustrative work requests, not a published API contract. Choose the deployed actions and response handling during integration.
Machine reads and writes, managed executions and model usage are metered under the pricing rules. Ordinary manual work in the official interface remains free. Assign the assistant a scoped identity, review its proposed work and use usage receipts to understand its cost.
# Example work after configuration
$ curl -s erp.ai/skill.md | paste into your agent
› Read my open opportunities and summarize the next customer commitments.
› Prepare a quote draft from the approved product prices for review.
› Compare a vendor bill with its accepted receipt allocations.
› Suggest how an unapplied customer receipt could settle open invoices.
› List unresolved close tasks and link each to its supporting evidence.
› Compare a nonposting Parallel payroll run with the supplied baseline.
What an agent typically does here
Sales Manager's assistant
Finds stalled opportunities and prepares forecast commentary with links to the customer activity behind it.
acts as Sales Manager
Buyer's assistant
Explains planning exceptions, drafts requisitions and follows supplier acknowledgements. Preserves the approved order revision when a supplier proposes a change.
acts as Buyer
Finance Clerk's assistant
Suggests cash applications and receipt-to-bill matches. Shows the underlying documents and differences so the clerk can investigate before submitting an exception or payment run.
acts as Finance Clerk
Controller's assistant
Collects close evidence, identifies unreconciled balances and prepares draft adjustments. Keeps the current reporting period and source amounts explicit.
acts as Controller
Payroll Administrator's assistant
Finds missing time approvals and explains differences between calculated pay and the comparison run. Uses only the employee information allowed to its service identity.
acts as Payroll Administrator
HR Manager's assistant
Prepares leave and staffing summaries and flags sensitive change proposals awaiting review.
acts as HR Manager
What it cannot do alone
An assistant cannot turn its user's authority into an unattended human approval. Purchase approval, quote or order decisions, payroll approval, payment release and period close remain with the accountable people described by the process. Service access cannot bypass credit limits, document revisions, independence rules or payroll privacy. Uncertain bank responses require reconciliation before a retry can create another instruction.
Metering
Machine reads and writes, managed executions and model usage are metered under the pricing rules. Ordinary manual work in the official interface remains free. Assign the assistant a scoped identity, review its proposed work and use usage receipts to understand its cost.