1. Learning Management System
  2. Work with Proto
Reference

Put an AI agent to work in Learning Management System

Use Proto to configure learning records and prepare decisions for people.

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

  • Administrator: Prepare course definitions from approved codes, dates, organizations, and policy references for administrator review.
  • Operator: Help locate an enrollment, summarize its progress outcomes and documents, and draft a follow-up action for an assigned employee.
  • Reviewer: Gather the source revision, line outcomes, document verification, and prior decisions so the reviewer can decide.
  • Analyst: Explain status and exception summaries from authorized records, with links back to the source cases.

What stays with a person

  • A person must decide whether evidence supports completion.
  • Proto can present records and assist with configuration, but it should not make the independent review decision or treat an uncertain delivery result as successful.
  • The reviewer and operator retain their recorded responsibilities.
  • Usage depends on your ERP.AI plan and the work Proto performs.

A person must decide whether evidence supports completion. Proto can present records and assist with configuration, but it should not make the independent review decision or treat an uncertain delivery result as successful. The reviewer and operator retain their recorded responsibilities.

Usage depends on your ERP.AI plan and the work Proto performs. Review [pricing](/learning-management-system/pricing) and [roles](/learning-management-system/roles) when planning access.

Set up Learning Management System your way.

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

How to get started