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  4. What is Proto?

What is Proto?

Proto is the AI coworker for ERP•AI: a desktop app that connects to your ERP•AI apps. You describe what you need in plain language, and Proto plans it, does it, checks it, and reports back.

Proto guide 2 min read Article 1 of 8 in Getting started

On this page

  1. What Proto does
  2. What working with Proto feels like
  3. What Proto is good for

Getting started

  1. What is Proto?
  2. How Proto works: plan, do, check, report
  3. Setting up Proto and connecting ERP•AI
  4. Your first conversation with Proto
  5. Proto interface tour
  6. Slash commands reference
  7. Keyboard shortcuts
  8. Proto glossary

Important

Before you start: Proto is a desktop app (macOS, Windows, Linux), and new installs start in Uninterrupted mode, so it acts without asking. See Using Uninterrupted Mode to change that.

What Proto does

Proto is not a chatbot that only answers questions. It takes action on your behalf:

  • Builds and runs ERP•AI apps: tables, columns, views, forms, records, custom pages, dashboards, documents, workflows, roles and publishing.
  • Creates business files such as Word documents, PDFs, PowerPoint decks, Excel workbooks and images.
  • Reads and cleans your data: exports, spreadsheets, statements and reports.
  • Works on websites for you in its built-in browser, including sign-in with saved logins.
  • Runs work on a schedule and reports back in the same conversation.
  • Handles large, repetitive jobs across hundreds or thousands of items.

What working with Proto feels like

You work with Proto in one conversation thread. You ask for an outcome, not a tool. For example:

  • “Build a returns and refunds workflow in this app and test it.”
  • “Give me a Q3 supplier scorecard as an Excel file.”
  • “Every weekday at 8:30, summarize new MRP exceptions and post them here.”

Proto picks reasonable defaults and keeps going. It only stops to ask when a real choice is needed.

A finished answer, with Suggested follow-ups underneath
A finished answer, with Suggested follow-ups underneath

What Proto is good for

You want to…Ask Proto something like…
Build an app“Create a field-service app with work orders, parts and scheduling.”
Automate a process“Trigger an approval whenever a PO over $10,000 is created.”
Work with records“Find duplicate contacts by email and merge the obvious ones.”
Analyze your data“Which work centers are the bottleneck by utilization?”
Get a file“Make a 12-slide investor deck on our Q2 numbers.”
Work on a website“Log into our carrier portal and download September invoices.”
Schedule something“Remind me tomorrow at 10 to approve the payment run.”
Watch something“Tell me when this page shows sold out.”
Do bulk work“Do this for all 400 rows and give me one report per row.”
Next How Proto works: plan, do, check, report

Related articles

How Proto works: plan, do, check, report Every task follows the same four steps, so you always know what Proto did and whether it worked.Your first conversation with Proto Type what you want in the composer and press Enter. Proto plans the work, carries it out, and reports back in the same thread.Proto interface tour A quick guide to every part of the Proto window and what each one does.

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
ERP.AI

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Meet Proto.Free to use.

A personal agent for your business.

Brief Proto. It works across your files and tools, then brings the results back.

89.5% of attempts accepted on BusinessBench.

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