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  1. Jewelry ERP
  2. Work with Proto
Reference

Put an AI agent to work in Jewelry ERP

Ask Proto to prepare records and checks for accountable human 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 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 an offer from the current dealer, product unit and price list for review.
  • Purchasing Manager: Show remaining accepted demand and open supplier commitments for a product.
  • Warehouse Manager: Summarize available, reserved, picked and transit quantity before a release decision.
  • Accountant: List invoice balances, unapplied cash and bank lines requiring reconciliation.

What stays with a person

  • Proto can organize the source records and prepare a proposed next action.
  • An authorized person still approves order acceptance, credit exception, stock release, invoice, payment and period close.
  • External bank or delivery evidence must come from the agreed source.
  • An assistant answer does not substitute for a posted transaction or reviewer decision.

Proto can organize the source records and prepare a proposed next action. An authorized person still approves order acceptance, credit exception, stock release, invoice, payment and period close. External bank or delivery evidence must come from the agreed source. An assistant answer does not substitute for a posted transaction or reviewer decision.

Set up Jewelry ERP your way.

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

How to get started