1. Port & Terminal Management
  2. Work with Proto
Reference

Put an AI agent to work in Port & Terminal Management

Use the ERP.AI agent instructions when configuring your workspace:

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

  • Dispatcher: Find assigned loads, summarize stop windows and prepare a container move for review.
  • Transport Supervisor: Show submitted move revisions with their load evidence and decision history.
  • App Administrator: Check organization membership, partner identity and resource readiness records.
  • Auditor: Trace a load to its attachments, reviewer decision and operation receipt.

What stays with a person

  • Proto can prepare information for the named role, but it cannot supply an independent human review, custody observation or customs authority response.
  • The Transport Supervisor decides on the submitted revision.
  • The team checks actual terminal evidence before completion.
  • Connected system credentials and operating policy are set by the customer.

Proto can prepare information for the named role, but it cannot supply an independent human review, custody observation or customs authority response. The Transport Supervisor decides on the submitted revision. The team checks actual terminal evidence before completion. Connected system credentials and operating policy are set by the customer.

Usage is measured by the ERP.AI service plan. [Start with a pilot](/port-terminal-management/get-started) and rehearse permissions using real team accounts.

Set up Port & Terminal Management your way.

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

How to get started