ERP + CRM

Features

Industries

Reference

More

Start now
  1. ERP + CRM
  2. Work with Proto
Reference

Put an AI agent to work in ERP + CRM

Ask Proto to prepare configuration and explain operational work while business owners retain their 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 8 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 Rep: Show my qualified leads, confirm the linked customer identities and prepare the next follow-up activity for review.
  • Sales Manager: Summarize the submitted quote revision and its margin review state before I decide whether to approve it.
  • Purchasing Manager: Find the supplier orders behind a material shortage and explain which quantities are acknowledged or still awaiting acceptance.
  • Production Planner: Compare the planned work with reported completion and identify the component requirement behind a delay.

What stays with a person

  • Proto needs the business's operating policy and the acting employee's authority.
  • Commercial acceptance, credit exceptions and payment release require the named person's decision.
  • A prepared bank instruction or signing request does not establish an external outcome.
  • Review the source and affected revision before authorizing a financial action.

Proto needs the business's operating policy and the acting employee's authority. Commercial acceptance, credit exceptions and payment release require the named person's decision. A prepared bank instruction or signing request does not establish an external outcome. Review the source and affected revision before authorizing a financial action.

Set up ERP + CRM 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