IT Services PSA

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  1. IT Services PSA
  2. Work with Proto
Reference

Put an AI agent to work in IT Services PSA

Ask Proto to help prepare and review a client delivery cycle.

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

  • Account Manager: Prepare a client and engagement checklist from the agreed terms and scope.
  • Engagement Manager: Find submitted service exceptions and linked operation receipts.
  • Billing Specialist: Summarize approved milestones and overdue payments for review.
  • Delivery Director: Compare engagement value, delivered cost and team utilization before a meeting.

What stays with a person

  • A person decides milestone readiness and confirms money received.
  • Proto can organize the records and show the next review item; the named owner checks evidence and acts.

A person decides milestone readiness and confirms money received. Proto can organize the records and show the next review item; the named owner checks evidence and acts.

Set up IT Services PSA 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