ERP•AI guide.

Getting started

7 articles

1. What is ERP•AI?ERP•AI is a platform for building and running business software such as CRMs, inventory systems, HR tools, procurement portals, and full ERPs.
2. Sign up and sign inTo use ERP•AI you need a free account. It takes a couple of minutes: fill in a short form, confirm your email, and you’re in.
3. Quick start: build your first app in 10 minutesIn this guide you’ll build a small sales-tracking app with two linked tables, Customers and Orders.
4. Key concepts and glossaryPlain-language definitions of the terms used across ERP•AI and this Help Center.
5. Finding your way around ERP•AIERP•AI has two main areas: the organization workspace, where you manage apps, people, and billing, and inside an app, where you work with tables, pages, and workflows.
6. Organizations (workspaces) and switching between themAn organization is your company’s space in ERP•AI. Everything belongs to an organization: apps, members, roles, departments, API keys, credits, and audit logs.
7. Use ERP•AI on your phone or tabletThere’s no separate mobile app. ERP•AI works in your phone’s or tablet’s web browser.

Apps

5 articles

1. What is an app?An app is a complete business application built on ERP•AI, such as a CRM, a procurement system, an HRMS, or a full ERP.
2. Create a new appCreate an empty app and build it yourself, or use it as a starting point for Proto, the AI agent.
3. Browse and install published appsERP•AI has a marketplace of ready-made apps published by ERP•AI.
4. The Apps page: find, sort, and favorite appsThe Apps page lists every app in your organization.
5. Customize your app’s Overview (home) pageEvery app opens on its Overview page.

Tables and records

7 articles

1. Tables: create, organize, and manageA table stores one kind of business object: Customers, Products, Orders, Employees, Tickets.
2. Work with recordsA record is one row in a table, such as one customer or one order.
3. Sort, filter, group, and searchUse the table toolbar to find exactly the records you need. Sorting, filtering, and grouping change only what you see in the current layout.
4. Import and export dataBring existing data into ERP•AI from spreadsheets, or export records for reporting and backups.
5. Table insights (KPI cards)Insights are cards that sit above a table and show key numbers, such as total orders, total quantity, or open tickets, so users see the important figures before they…
6. Custom actions (bulk buttons)Custom actions add your own buttons to a table.
7. Trash and restoring deleted itemsWhen you delete a record, table, custom page, or workflow, it goes to the app’s Trash first, so you can restore it if you change your mind.

Fields (columns)

10 articles

1. Field types overviewFields (also called columns or properties) define what information each record stores.
2. Settings every field sharesWhen you add or edit a field, the Configure panel shows a few general settings before the options that are specific to that field type.
3. Basic field typesThis article covers the field types you fill in directly: Text, Long Text, Number, Date, Select, Multi Select, Checkbox, Email, URL, Phone, File / Attachment, User, and…
4. Reference fields (linking tables)A Reference field links a record to one or more records in another table.
5. Formula fieldsA Formula field calculates its value from other fields on the same record, just like a spreadsheet formula.
6. Formula function referenceERP•AI formulas support a large library of functions.
7. Rollup fieldsA Rollup field summarizes records from another table that link to this record.
8. Auto Fill fieldsAn Auto Fill field looks up a matching record in another table and copies values from it into this record.
9. AI ColumnAn AI Column uses AI to generate a value for each record from a prompt you write.
10. Field rules: default value, display, and validationEvery field has three optional rules under Configure → Advanced. Rules are written with the same expression language as Formula fields.

Views, layouts, and forms

3 articles

1. Views: saved, filtered slices of a tableA view is a saved version of a table that shows only certain records and columns.
2. Layouts: Table, Board, Calendar, Gallery, Timeline, LedgerA layout controls how the records of a table or view are displayed. Switching layouts never changes your data.
3. Customize record forms (Form Layout Editor)Every table has a form that people use to create and edit records.

Dashboard

1 article

1. DashboardCustom pages are purpose-built screens inside your app that go beyond a plain table: dashboards, work consoles, approval queues, intake forms, self-service portals, and…

Workflows (automation)

6 articles

1. Workflows overviewWorkflows (also called Proto Workflows) automate work in your app. A workflow starts with a trigger (something happens) and runs a chain of nodes (steps).
2. Build your first workflowIn this example you’ll build a workflow that runs whenever a new Order is created and looks up the customer’s details.
3. Triggers referenceA trigger is the first node of every workflow. It decides when the workflow runs.
4. Nodes referenceNodes are the steps of a workflow. Add one by clicking + after an existing node, then search or browse by category in the Add node panel.
5. Workflow settings, runs, and troubleshootingWhen a workflow doesn’t run or a step fails, start here: check the workflow’s settings, look at its Runs to see what each step did, and use the troubleshooting table at…
6. Workflow failure alertsGet an email when a workflow in your app fails, so problems don’t go unnoticed.

Documents

1 article

1. Documents and templatesThe Documents area lets you create business documents such as invoices, quotes, purchase orders, contracts, offer letters, and reports, along with the reusable templates…

Proto, the AI agent

2 articles

1. Proto AI agentProto is ERP•AI’s AI agent for business users.
2. Connect your own AI agent (API key and setup prompt)You can let an outside AI agent, such as Claude Code, Codex, or Cursor, build and run your ERP•AI apps.

App settings

3 articles

1. App settings: General, Theme, Currency, StorageApp Settings hold the configuration for a single app. To open them, click the app name (top left) and choose App Settings.
2. Connections (integrations)Connections store the credentials that workflows and services use to talk to other software, such as Slack, Gmail, HubSpot, Stripe, AWS, or your own databases.
3. App access and app roles/permissionsERP•AI has two levels of access control.

Command Centre

4 articles

1. Command Centre overviewThe Command Centre is where you manage an app’s lifecycle: plan it, track issues, release changes safely, back it up, monitor usage and data health, and expose it to…
2. Releases, environments, and snapshotsERP•AI tracks every change to your app’s structure, like a version history.
3. API Docs and External AppsEvery ERP•AI app can be used by other software, including scripts, integrations, websites, mobile apps, and AI agents, through a REST API.
4. Public formsPublic forms let anyone send information into your app (for example contact, quote-request, or application forms).

Organization and personal settings

5 articles

1. Organization details, members, and rolesOrganization settings apply to the whole company tenant: every app, member, and billing item.
2. Departments, session timeout, API keys, and service accountsOrganize your team into departments (Sales, Finance, Operations…). Click Add Department to create one.
3. Personal settings: profile, preferences, notifications, shortcutsThese settings only affect you. Open Settings and look under Personal.
4. Audit logsAudit logs record every action in ERP•AI: who did what, when, where, and to which object.
5. Organization dashboardThe Dashboard (organization sidebar) gives admins an executive snapshot of health, adoption, and resource use across the whole organization.

Publishing

1 article

1. Publish your app to the marketplaceThe Publisher lets you turn an app you built into a product other businesses can find, sign up for, and install from the ERP•AI marketplace (Browse Apps) and your own…

Pricing and billing

2 articles

1. Pricing, credits, and what things costERP•AI uses simple, pay-as-you-go pricing.
2. Track usage and spendingThe Usage Overview shows where your organization’s credits go.

Help and troubleshooting

1 article

1. FAQ and troubleshootingCommon questions by topic: General, Apps and data, Workflows, Access and security, Getting more help.