IT Service + Asset + Knowledge

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  1. IT Service + Asset + Knowledge
  2. Agent assistance
Reference

Put an AI agent to work in IT Service + Asset + Knowledge

Use Proto to inspect linked service records and prepare the next action.

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 6 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

  • Service Desk Agent: Show Open incident queue with priority, affected service, asset and assigned person, then prepare an update for the agent to check.
  • Service Manager: Summarize Submitted requests and the information needed for a decision.
  • Change Approver: Present a change in Review with its risk, window and rollback plan.
  • Asset Manager: Compare an asset's condition with its named service dependency and verification date.

What stays with a person

  • A person decides whether a request or change is authorized and checks whether an article is ready to publish.
  • The agent can gather records and prepare an action, while the named owner verifies the facts and makes the decision.
  • Confirm that timestamps describe events that actually occurred before recording them.

A person decides whether a request or change is authorized and checks whether an article is ready to publish. The agent can gather records and prepare an action, while the named owner verifies the facts and makes the decision. Confirm that timestamps describe events that actually occurred before recording them.

Set up IT Service + Asset + Knowledge 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