Use Proto to configure dispatch, mobile work, stock and billing controls.
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.mdAssign the agent its own user and one of the 7 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
Prepare feasible assignment and route proposals using accepted crew membership, dated availability and the customer window.
Organize assigned work, notes and evidence without bypassing authorization.
Summarize pending estimates, retained credit-completion evidence and billing exceptions for the manager’s independent review.
Prepare replenishment requests and explain stock differences.
Start free, then use Proto to change fields, steps and approvals before your team goes live.