Create a new app

Create an empty app and build it yourself, or use it as a starting point for Proto, the AI agent.

ERP•AI guide 2 min read Article 2 of 5 in Apps

Before you begin

You need an organization role that allows Create apps, for example App Creator or Super Admin. When you sign up, you’re the Super Admin of your new organization, so you can create apps right away. See Organization roles.

Create an app

  1. Click Apps in the organization sidebar.
  2. Click + New App (top right). You can also click Build your own app on the Home page.
  3. Create a new app opens on the agent panel, where you can describe the app to Proto or to Claude Code or Codex and let the agent build it. To build it yourself, click Create manually instead.
  4. Enter:
    • App name (required): the display name, for example Field Service
    • Description (optional): a short summary of what the app does
  5. Click Create app.

The app opens on its Overview page, and ERP•AI prompts you to Add your first table.

Create a new app opens on the agent panel. Click Create manually instead to build the app yourself
Create a new app opens on the agent panel. Click Create manually instead to build the app yourself
Create a new app, after Create manually instead: name the app and click Create app
Create a new app, after Create manually instead: name the app and click Create app

Add your first table

The Add your first table dialog appears when you open an empty app:

SettingWhat it does
Table NameThe table’s name. Click the icon button to pick an icon.
Category/SectionThe sidebar group the table appears under. The default is Masters. Click + in the dropdown to create a new section.
Primary ColumnThe identifying column, Id by default. Data Type can be Auto Sequence (default), Text, Long Text, Number, or Date. Tick Mandatory Field to make it required.
Include Name ColumnAdds a Name text column. You can rename it and make it mandatory.
Enable DraftLets users save records as drafts without filling in mandatory fields.

Click Create table. See Tables for more options.

Next steps

Tips

  • Choose clear, plural table names (Customers, Invoices) and group them into sections such as Masters (reference data) and Transactions (day-to-day activity).
  • Don’t create your own Created At / Created By fields. Every table already has them.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI