Manufacturing CRM

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  1. Manufacturing CRM
  2. Use Proto with Manufacturing CRM
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Put an AI agent to work in Manufacturing CRM

Prepare customer evidence and investigate review exceptions with Proto while retaining human decision authority.

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: Summarize the latest customer activity and files for a selected opportunity, identifying the drawing revision that still needs review.
  • Sales Manager: Compare a proposal's current revision with its independent decisions and explain any missing coverage before the reviewer acts.
  • Auditor: Trace an unresolved operation receipt to its expected revision, effect references and recorded discrepancy within permitted access.
  • App Administrator: Prepare the company-code and membership mapping for the pilot, flagging identities that do not resolve to an active member.

What stays with a person

  • Proto cannot supply customer acceptance, approve the preparer's own work or invent downstream confirmation.
  • Requests use the caller's actual permissions and live membership.
  • A summary can help Sales Manager review a case, but the eligible independent person makes the decision.
  • A connection and authorized workflow action must be configured before a request can execute it.

Proto cannot supply customer acceptance, approve the preparer's own work or invent downstream confirmation. Requests use the caller's actual permissions and live membership. A summary can help Sales Manager review a case, but the eligible independent person makes the decision. A connection and authorized workflow action must be configured before a request can execute it.

Set up Manufacturing 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