Fitness Trainer Platform

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  1. Fitness Trainer Platform
  2. Agent assistance
Reference

Put an AI agent to work in Fitness Trainer Platform

Use Proto to prepare booking, session and review work for the people responsible.

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 5 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

  • Booking Coordinator: Find requested appointments and summarize their planned intervals, owner and selected resource for review.
  • Trainer: Gather the parent booking and attendance details needed for a session draft.
  • Booking Supervisor: Present the submitted session, source revision and linked evidence for a decision.
  • Payment Reviewer: Compare a provider event identifier and reference with the booking and local action receipt.

What stays with a person

  • The coordinator owns the customer commitment.
  • A supervisor makes the independent session decision.
  • A payment reviewer checks provider evidence.
  • Proto can prepare the relevant records and flag a mismatch, but the responsible person should inspect the underlying booking, session and receipt before changing an outcome.

The coordinator owns the customer commitment. A supervisor makes the independent session decision. A payment reviewer checks provider evidence. Proto can prepare the relevant records and flag a mismatch, but the responsible person should inspect the underlying booking, session and receipt before changing an outcome.

Set up Fitness Trainer Platform 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