FMCG ERP

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  1. FMCG ERP
  2. Agent assistance
Reference

Put an AI agent to work in FMCG ERP

Use Proto to prepare records and surface decisions while people retain authority.

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 10 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: Prepare a dealer quote and identify the applicable product unit, price basis and open order scope.
  • Purchasing Manager: Compare a requisition with supplier commitments and receipts still pending review.
  • Warehouse Manager: Show lot availability, assigned picks and route exceptions for a delivery day.
  • Accountant: Reconcile an invoice, cash receipt and remaining unapplied amount for review.

What stays with a person

  • Proto can assemble context and prepare a draft.
  • The named human owner checks source evidence and makes the approval decision.
  • A route release, invoice approval or period close requires the configured authority, and actual external bank or carrier events must be verified.

Proto can assemble context and prepare a draft. The named human owner checks source evidence and makes the approval decision. A route release, invoice approval or period close requires the configured authority, and actual external bank or carrier events must be verified.

Set up FMCG ERP 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