Sales Representative's assistant
Prepares customer follow-up, quotes and order updates from the permitted agreement and trade history.
acts as Sales Representative
AI assistants and API
Help teams prepare trades, follow documents and understand exceptions.
Assistants help authorized people find information, prepare work and understand what needs attention. They follow the same current company, action and sensitive-field restrictions as the people or services they support. Verify supported application actions and connections during implementation.
Teaching an agent the system
curl -s erp.ai/skill.md
Start with the platform skill, then verify the configured Trading ERP actions and their response contracts. The skill document is not a guarantee that a particular operational endpoint or bank connection has been installed.
These are illustrative work requests, not a published endpoint contract. Verify supported actions, permissions and failure handling before operational use.
Machine requests, workflows, agents and model usage follow the published metering rules. Ordinary manual work in the official interface is free. Review pricing, configure restricted service identities and inspect usage as responsibilities grow.
# Example work after configuration
$ curl -s erp.ai/skill.md | paste into your agent
› Show the accepted order changes awaiting Sales Manager review.
› Explain which trades have claimed this incoming purchase quantity.
› Compare the expected margin with realized sales and attributed fees.
› List the remaining documents for this credit presentation.
› Explain which amendment terms apply to this presentation.
› Trace the supplier payment, bank obligation and later reimbursement.
› Show the material and cost still outstanding on this assembly job.
What an agent typically does here
Sales Manager's assistant
Summarizes accepted order changes, margin information and delivery commitments for independent review.
acts as Sales Manager
Purchasing Manager's assistant
Follows supplier promises, remaining approved quantities and receipt or bill differences.
acts as Purchasing Manager
Warehouse Operator's assistant
Helps locate assigned receiving, pick, handover, dispatch and return instructions.
acts as Warehouse Operator
Warehouse Manager's assistant
Summarizes availability, stock claims, count differences and delivery or return exceptions.
acts as Warehouse Manager
Production Manager's assistant
Prepares release, operation acceptance, finished-output and work-closure reviews with their remaining quantities and cost questions.
acts as Production Manager
Production Operator's assistant
Helps find released instructions and record actual material, time and operation results.
acts as Production Operator
Trade Finance Coordinator's assistant
Prepares document checklists, compares recorded amendments and follows presentation deadlines, discrepancies and maturity using the relevant bank evidence.
acts as Trade Finance Coordinator
Accountant's assistant
Traces invoices, actual settlements, bank obligations, cover and fees to their source balances and remaining differences.
acts as Accountant
Finance Manager's assistant
Prepares protected credit instructions, financial reviews, valuation and close information with unresolved evidence clearly identified.
acts as Finance Manager
Admin's assistant
Helps prepare restricted configuration and diagnostics without granting business approval authority.
What it cannot do alone
An assistant cannot provide a required independent human approval, decide bank compliance or invent bank issuance, customer acceptance or actual payment. It cannot reuse already claimed supply, create finished output from intermediate work or release an uncertain drawing merely because a request timed out.
Bank undertakings, supplier payment, export financing and reimbursement retain their separate evidence and reviewed financial treatment. Missing costs and unresolved classification stay visible. Reports, exports and summaries retain current access restrictions, including protected margins and bank details.