Property Listing Portal

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  1. Property Listing Portal
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Put an AI agent to work in Property Listing Portal

Ask Proto to prepare listing work while people retain review 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 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: Show assigned opportunities with due activities, and prepare the record and authorization checklist for a listing submission.
  • Sales Manager: Gather the submitted listing, its source revision, parent opportunity and supporting attachments for a decision.
  • Auditor: Trace an approved listing through its review decision, operation receipt and underlying files.
  • App Administrator: Find active accounts and team membership for a pilot organization.

What stays with a person

  • A person must decide whether seller authorization supports the property details and whether a submitted revision should be approved, rejected or returned.
  • The Sales Manager makes that independent decision.
  • Proto can gather the records for reconciliation, while a person checks uncertain outside effects before marking an action complete. [Start with a pilot](/property-listing-portal/get-started).

A person must decide whether seller authorization supports the property details and whether a submitted revision should be approved, rejected or returned. The Sales Manager makes that independent decision. Proto can gather the records for reconciliation, while a person checks uncertain outside effects before marking an action complete.

[Start with a pilot](/property-listing-portal/get-started).

Set up Property Listing Portal 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