1. Municipal Corporation ERP
  2. Agent assistance
Reference

Put an AI agent to work in Municipal Corporation ERP

Ask Proto to prepare case context and help the team review its next action.

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

  • Operator: Find assigned submitted cases and summarize pending requirement lines for the next review.
  • Reviewer: Gather the selected case revision, documents and requirement outcomes before the reviewer decides.
  • Administrator: Compare a case's service definition with its organization and effective period.
  • Analyst: Explain a service-status summary from the cases and decisions behind it.

What stays with a person

  • A person verifies supporting evidence and an independent reviewer decides the case.
  • A delivery result needs its operation and receipt evidence.
  • Proto can prepare the relevant records for the person responsible and help locate an unresolved follow-up.
  • It does not replace that person's decision or the connected service result.

A person verifies supporting evidence and an independent reviewer decides the case. A delivery result needs its operation and receipt evidence. Proto can prepare the relevant records for the person responsible and help locate an unresolved follow-up. It does not replace that person's decision or the connected service result.

Set up Municipal Corporation ERP your way.

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

How to get started