1. Kitting & Assembly
  2. Agent assistance
Reference

Put an AI agent to work in Kitting & Assembly

Your team can use Proto alongside the application. Start with the shared skill entry point:

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 10 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

  • Warehouse Manager: Show kit builds awaiting release with their bill, route, standard and component claim context.
  • Warehouse Operator: Find assigned operations and explain which quantities and times to record on a production entry.
  • Purchasing Manager: Compare open component requirements with accepted receipts and purchase order lines.
  • Finance Manager: Explain a completion's actual work in process, standard output value and variance before the close decision.

What stays with a person

  • People still make the release, acceptance and financial decisions.
  • The assistant can prepare the case and show linked records, but a manager should check the actual quantity and evidence before approving a work order or completion.
  • A bank or carrier outcome also needs the external evidence appropriate to that connection.

People still make the release, acceptance and financial decisions. The assistant can prepare the case and show linked records, but a manager should check the actual quantity and evidence before approving a work order or completion. A bank or carrier outcome also needs the external evidence appropriate to that connection.

Set up Kitting & Assembly your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started