Energy Trading Platform

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  1. Energy Trading Platform
  2. Work with Proto
Reference

Put an AI agent to work in Energy Trading Platform

Ask Proto to prepare cases, explain exceptions and gather review context.

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 the instruction, account scope and related evidence that an independent reviewer needs.
  • Independent Finance Reviewer: Gather the frozen revision, prior decisions and provider references before a decision.
  • Provider Liaison: Find the provider ID and unresolved operation receipt for a submitted instruction.
  • Auditor: Trace a confirmed instruction into its decision, evidence and matched account movement.

What stays with a person

  • People choose counterparties, authorize instructions and decide on uncertain provider effects.
  • Proto can collect the relevant records and point out a mismatch, while the named reviewer decides what to approve and the operator verifies the outside response.
  • Keep the provider's own acknowledgement and source documents with the case.

People choose counterparties, authorize instructions and decide on uncertain provider effects. Proto can collect the relevant records and point out a mismatch, while the named reviewer decides what to approve and the operator verifies the outside response. Keep the provider's own acknowledgement and source documents with the case.

Set up Energy Trading 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