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  1. Meal Prep / Subscription Box
  2. Work with an agent
Reference

Put an AI agent to work in Meal Prep / Subscription Box

Ask Proto to help configure records and investigate an order while staff keep the 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 7 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

  • Catalog Manager: Check a product and its variants before a storefront listing is made active.
  • Warehouse Operator: Bring an order's meal lines, stock positions and latest fulfillment events into one review.
  • Customer Service Rep: Trace a customer question from the order number through the purchased lines and event history.
  • Finance Manager: Summarize payment and prior refund evidence for a pending request.

What stays with a person

  • A person still owns catalog release, stock corrections and refund approval.
  • The agent can gather records and point out a conflict, but the responsible role makes the decision and verifies the resulting record.
  • Set access to match the person's role and rehearse an exception before regular use.
  • Start with [roles](/meal-prep-subscription-box/roles) and [get started](/meal-prep-subscription-box/get-started).

A person still owns catalog release, stock corrections and refund approval. The agent can gather records and point out a conflict, but the responsible role makes the decision and verifies the resulting record. Set access to match the person's role and rehearse an exception before regular use.

Start with [roles](/meal-prep-subscription-box/roles) and [get started](/meal-prep-subscription-box/get-started).

Set up Meal Prep / Subscription Box your way.

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

How to get started