1. Machine Maintenance (CMMS)
  2. Assistance for maintenance teams
Reference

Put an AI agent to work in Machine Maintenance (CMMS)

Ask for help preparing maintenance work and reviewing the records behind an operating decision.

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

  • Maintenance Manager: Help review Requested work by asset, prepare an assignment conversation and identify due preventive plans for the next maintenance cycle.
  • Technician: Help summarize the assigned job and organize the labor description and part usage for the inspection handoff.
  • Maintenance Reviewer: Help compare submitted evidence with the intended work and identify the questions to resolve before accepting an outcome.
  • Manager: Help inspect an asset-linked draft purchase and prepare questions about the vendor, quantity or expected delivery under the access agreed during setup.

What stays with a person

  • The Maintenance Manager authorizes the permit window.
  • The Maintenance Reviewer decides whether the submitted maintenance outcome is acceptable.
  • Assistance must respect the signed-in person's permissions and keep these decisions with their owners.
  • Check generated summaries against the source work order and evidence.

The Maintenance Manager authorizes the permit window. The Maintenance Reviewer decides whether the submitted maintenance outcome is acceptable. Assistance must respect the signed-in person's permissions and keep these decisions with their owners.

Check generated summaries against the source work order and evidence. A condition-limit flag needs the team's operating judgment. Changes to a reviewed preventive plan must retain the previous evidence and follow the review handoff. Agree external connections before asking for actions in accounting, purchasing or instrument systems.

Use [roles and access](/machine-maintenance-cmms/roles) to agree who can make each decision, then [prepare the first cycle](/machine-maintenance-cmms/get-started) with the maintenance team.

Set up Machine Maintenance (CMMS) your way.

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

How to get started