PSA for Software Implementation Partners

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  1. PSA for Software Implementation Partners
  2. Agent
Reference

Put an AI agent to work in PSA for Software Implementation Partners

Install the agent skill and connect it to the app you use for implementation work.

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

  • Engagement Manager: Show active implementations with dates, budget hours and hours remaining, then open the engagement needing review.
  • Delivery Consultant: Prepare a time entry or configuration line with the intended client and engagement for the consultant to inspect.
  • Service Reviewer: Find submitted configuration lines with Failed operation receipts and show the source record.
  • Billing Manager: List approved go-live milestones and overdue or disputed billings with their engagement and due date.

What stays with a person

  • The responsible person confirms the engagement, billable work, milestone approval and collection information.
  • Proto can gather records and prepare a correction, but the named owner makes the business decision and checks the result.
  • Use the operation receipt and source record to verify what happened.

The responsible person confirms the engagement, billable work, milestone approval and collection information. Proto can gather records and prepare a correction, but the named owner makes the business decision and checks the result. Use the operation receipt and source record to verify what happened.

Set up PSA for Software Implementation Partners 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