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  1. Form Builder Platform
  2. Work with an agent
Reference

Put an AI agent to work in Form Builder Platform

Ask Proto to prepare form configuration and trace a review case.

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

  • Form Owner: Compare a proposed field rule with the current definition and prepare a revision for review.
  • Independent Reviewer: Gather the source revision, pending decision and linked evidence for a named case.
  • Operator: Trace a failed operation run through its numbered steps and recorded reason.
  • Follow-up Assignee: Summarize due actions with their source forms and resolutions.

What stays with a person

  • A person decides whether a revision is approved, whether evidence is verified and whether a returned submission is ready.
  • Review the exact source revision before authorizing a publication or acceptance action.
  • The agent can prepare the case and explain the linked records; your team owns the decision.

A person decides whether a revision is approved, whether evidence is verified and whether a returned submission is ready. Review the exact source revision before authorizing a publication or acceptance action. The agent can prepare the case and explain the linked records; your team owns the decision.

Set up Form Builder 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