PSA for Managed Service Providers

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  1. PSA for Managed Service Providers
  2. Work with Proto
Reference

Put an AI agent to work in PSA for Managed Service Providers

Ask Proto to help inspect agreements, approvals, milestones and billing records.

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 7 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 Owner: Show active clients and proposed agreements that need an owner or commercial review.
  • Service Delivery Manager: Compare delivered hours and agreement budget before the next work cycle.
  • Engineer: Find my submitted service entries and time entries waiting for review.
  • Service Reviewer: List service lines that failed approval checks, with agreement and hours for follow-up.

What stays with a person

  • Proto can organize the records for a person to inspect.
  • Service Reviewer inspects service approval results; Service Delivery Manager approves a milestone after the deliverable check; Billing Specialist confirms payment before recording Received.
  • Keep those decisions with the named person and review the operation receipt after the status action.

Proto can organize the records for a person to inspect. Service Reviewer inspects service approval results; Service Delivery Manager approves a milestone after the deliverable check; Billing Specialist confirms payment before recording Received. Keep those decisions with the named person and review the operation receipt after the status action.

Set up PSA for Managed Service Providers 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