Logistics CRM

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  1. Logistics CRM
  2. Agent Assistance
Reference

Put an AI agent to work in Logistics CRM

Use Proto to prepare shipper records and inspect the evidence behind decisions.

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

  • Relationship Owner: Find an assigned opportunity, summarize its recorded activity and identify the lane details needed for review.
  • Sales Manager: Bring the parent opportunity, current lane basis, attachment and decision history into a review conversation.
  • App Administrator: Check account and team member records for the organization before a new pursuit is assigned.
  • Auditor: Trace a closed opportunity from customer outcome to its activity, review decision and operation receipt.

What stays with a person

  • A person still decides whether a shipper quote basis is acceptable and whether customer acceptance or loss evidence is sufficient.
  • Proto can help locate and organize records, while the Sales Manager makes the business decision.
  • A downstream transport or financial action needs its own configured connection and confirmation.

A person still decides whether a shipper quote basis is acceptable and whether customer acceptance or loss evidence is sufficient. Proto can help locate and organize records, while the Sales Manager makes the business decision. A downstream transport or financial action needs its own configured connection and confirmation.

Set up Logistics CRM 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