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Event + Ticketing + CRM + Analytics

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  1. Event + Ticketing + CRM + Analytics
  2. Work with Proto
Reference

Put an AI agent to work in Event + Ticketing + CRM + Analytics

Ask Proto to prepare event records and explain the next human decision.

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 6 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

  • Event Owner: Prepare a draft event with its organization, owner, venue, schedule and capacity for review.
  • Admission Operator: Find the selected open event and show its reserved lines and submitted scans.
  • Independent Reviewer: Gather the current revision, attachment visibility and provider evidence for a decision.
  • Reconciliation Lead: Compare a pending receipt with linked local effects and identify a concrete discrepancy.

What stays with a person

  • Proto can prepare and explain records, but the named reviewer makes approval decisions.
  • A payment provider confirms its own captures and refunds.
  • A local status change cannot stand in for that external evidence.
  • Staff should verify the event and revision before asking Proto to continue a guarded action.

Proto can prepare and explain records, but the named reviewer makes approval decisions. A payment provider confirms its own captures and refunds. A local status change cannot stand in for that external evidence. Staff should verify the event and revision before asking Proto to continue a guarded action.

Set up Event + Ticketing + CRM + Analytics 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