1. Lab & Equipment Booking
  2. Agent assistance
Reference

Put an AI agent to work in Lab & Equipment Booking

Run the ERP.AI 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 5 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

  • Clinical Coordinator: Show booking requests for a named asset and the intervals on its schedule.
  • Licensed Clinician: Summarize assigned service work and the linked asset state.
  • Clinical Reviewer: Collect the booking, session and reading records for human review.
  • Clinical Governance Administrator: List qualification records approaching their effective-to date.

What stays with a person

  • A person decides whether equipment is available, whether permit evidence is acceptable and whether a charge amount is approved.
  • Check the linked records and role permissions before changing status.

A person decides whether equipment is available, whether permit evidence is acceptable and whether a charge amount is approved. Check the linked records and role permissions before changing status.

Set up Lab & Equipment Booking your way.

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

How to get started