IT Service Management

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  1. IT Service Management
  2. Work with Proto
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Put an AI agent to work in IT Service Management

Ask for help interpreting service records and preparing 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: Summarize open incidents by priority and identify the service and assignee on each case.
  • Incident Responder: Bring together an incident's updates, response events, impact and outage evidence for a shift handoff.
  • Change Manager: List changes in review with their risk, scheduled window, rollback plan and advisory decision.
  • Admin: Find assigned assets whose service link or custody needs a review.

What stays with a person

  • A person still owns the decision to approve a change, publish guidance or close an incident.
  • Ask Proto to show the underlying records and explain which dates, people and statuses support its answer.
  • Set access for each role before using it with operational data.

A person still owns the decision to approve a change, publish guidance or close an incident. Ask Proto to show the underlying records and explain which dates, people and statuses support its answer. Set access for each role before using it with operational data.

Set up IT Service Management 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