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  1. Plastics ERP
  2. Work with Proto
Reference

Put an AI agent to work in Plastics ERP

Ask Proto to help configure and explain the order, stock and finance flow.

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: Explain the quote and accepted order fields for a dealer request.
  • Purchasing Manager: Trace a purchase from approval to accepted receipt quantities.
  • Warehouse Manager: Review a transfer or work order against available stock and current decisions.
  • Accountant: Find the source behind an unmatched supplier bill or unapplied receipt.

What stays with a person

  • Proto can help prepare records and explain exceptions.
  • The assigned human still makes independent approval decisions and verifies physical arrival, delivery and bank settlement.
  • An answer does not replace an actual stock event, posted journal or external acknowledgment.

Proto can help prepare records and explain exceptions. The assigned human still makes independent approval decisions and verifies physical arrival, delivery and bank settlement. An answer does not replace an actual stock event, posted journal or external acknowledgment.

Set up Plastics ERP your way.

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

How to get started