1. Health and Beauty OMS
  2. Agent assistance
Reference

Put an AI agent to work in Health and Beauty OMS

Ask Proto to prepare order work and explain the evidence behind a 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 6 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

  • Order Coordinator: Find an assigned draft order, summarize its lines and point out the promised date before confirmation.
  • Order Reviewer: Gather the current order revision, exceptions, attachments and previous decisions for a reasoned review.
  • Fulfillment Operator: Show approved orders with eligible lines and explain the events already recorded.
  • Support Specialist: Trace an expired batch exception to the order, return review and channel handoff.

What stays with a person

  • A person must make the independent review decision and decide the disposition of a returned batch.
  • The assistant can organize the linked records and describe a discrepancy.
  • The assigned operator confirms the real shipment, payment or customer outcome from the appropriate source.

A person must make the independent review decision and decide the disposition of a returned batch. The assistant can organize the linked records and describe a discrepancy. The assigned operator confirms the real shipment, payment or customer outcome from the appropriate source.

Set up Health and Beauty OMS your way.

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

How to get started