Retail ITSM

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  1. Retail ITSM
  2. Work with an agent
Reference

Put an AI agent to work in Retail ITSM

Use Proto to work through store IT cases with the right records in view.

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 8 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 Technician: Show open store incidents with priority, affected service, asset and current assignee before triage.
  • Store IT Coordinator: Gather the selected incident, register outage interval and trading window for a handoff review.
  • Service Request Approver: Present submitted requests with the requester, service and due date for a human decision.
  • Change Implementer: Show the approved change's risk, scheduled times and rollback plan before work begins.

What stays with a person

  • An agent can prepare a case, but the assigned technician must confirm the asset and acknowledgment.
  • The request or change approver makes the authorization decision.
  • The implementer records what happened during execution, and a store operator supplies the local trading context.
  • Check the actual record before accepting an action or report.

An agent can prepare a case, but the assigned technician must confirm the asset and acknowledgment. The request or change approver makes the authorization decision. The implementer records what happened during execution, and a store operator supplies the local trading context. Check the actual record before accepting an action or report.

Set up Retail ITSM 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