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- IT Service + Asset + Knowledge
- Get started
Get IT Service + Asset + Knowledge running in four steps.
Bring your service owners and real cases into the first configuration session.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up IT Service + Asset + Knowledge. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open IT Service + Asset + Knowledge in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Use Proto to configure IT Service + Asset + Knowledge with the people who will own its service decisions.
Prepare the first operating cycle
Choose a small group of active services and name each owner. Gather asset tags, locations and service associations that agents can verify. Bring an actual interruption, a submitted request, a planned change and an article that needs review. Identify the Service Desk Agent, Service Manager, Change Approver, Asset Manager and Knowledge Editor who will rehearse those cases.
Review before release
Walk the incident from Open through acknowledgment, investigation and resolution. Have the manager decide a submitted request and the approver decide a reviewed change. Check the asset dependency and article publication time. Inspect a sample external receipt if an event source will be connected. Make sure each person can see the records they need and that the named decision owners can explain their choices.
Set up IT Service + Asset + Knowledge your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.