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Create your ERP.AI account, then use Proto to configure Helpdesk and Ticketing for your team. Begin with the queues, customer identities and service commitments you need to operate.

Download Proto through Download agent and open this system’s configuration. Use the matching app skill to prepare the records, permissions and service workflows described here.

Provide support teams and queues, agent identities and skills, capacity limits, customer identity mappings, category and priority rules, service targets, versioned business calendars, reopen windows, current ticket histories and the approved email/portal integration access. Identify which notes and files may be public and how long customer data should be retained.