Hospitality CRM

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  1. Hospitality CRM
  2. Work with an agent
Reference

Put an AI agent to work in Hospitality CRM

Use Proto to prepare reviews and trace hospitality opportunities back to their evidence.

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 5 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

  • Relationship Owner: Summarize open opportunities due to close and the activities still due on each case.
  • Sales Manager: Prepare the submitted group stay inquiries with their dates, venue, room nights and current revision for review.
  • Auditor: Trace a decision to its reviewer, reason, attachment and operation receipt.
  • App Administrator: Check organization and account membership before the next team starts work.

What stays with a person

  • An agent can organize the facts and point to missing evidence, but the named Sales Manager makes the independent review decision.
  • The relationship owner confirms buyer conversations and submitted scope.
  • A receipt needing review remains an investigation until its declared effect is checked. [See the role boundaries](/hospitality-crm/roles).

An agent can organize the facts and point to missing evidence, but the named Sales Manager makes the independent review decision. The relationship owner confirms buyer conversations and submitted scope. A receipt needing review remains an investigation until its declared effect is checked.

[See the role boundaries](/hospitality-crm/roles).

Set up Hospitality CRM 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