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  1. Furniture ERP
  2. Proto agent
Reference

Put an AI agent to work in Furniture ERP

Use Proto to prepare the app and review operating exceptions.

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: Show submitted dealer orders and the original promise for each line.
  • Purchasing Manager: Find supplier orders awaiting approval and receipts with pending quantity.
  • Warehouse Manager: Explain available quantity, owned transit and unresolved delivery exceptions.
  • Accountant: Compare a posted invoice with actual receipt applications and the open amount.

What stays with a person

  • Proto can prepare and compare records, but the assigned human reviews a commercial, stock or finance decision.
  • An external carrier visit or bank settlement needs its own evidence.
  • Keep the source and reviewer visible when asking for an explanation.

Proto can prepare and compare records, but the assigned human reviews a commercial, stock or finance decision. An external carrier visit or bank settlement needs its own evidence. Keep the source and reviewer visible when asking for an explanation.

Set up Furniture ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started