Public Grievance System

Features

Industries

Reference

More

Start now
  1. Public Grievance System
  2. Agent assistance
Reference

Put an AI agent to work in Public Grievance System

Use Proto to prepare and inspect grievance work with human 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 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

  • Intake Coordinator: Find the active customer and prepare a ticket with its organization, priority and due date for staff review.
  • Service Agent: Summarize the ticket events and draft a customer response for the assigned agent to check.
  • Service Supervisor: Gather the submitted case, parent ticket and attachments before the supervisor records a decision.
  • Reconciliation Reviewer: Compare an operation receipt with its linked effects and identify the remaining question.

What stays with a person

  • The agent should not decide a grievance in the supervisor’s place, infer customer eligibility from an unverified message or treat an uncertain provider call as completed.
  • The named staff member checks the current revision, audience and evidence before committing an action.
  • Usage is metered under the customer's ERP.AI plan. [Review roles](/public-grievance-system/roles) and [get started](/public-grievance-system/get-started) before giving staff access.

The agent should not decide a grievance in the supervisor’s place, infer customer eligibility from an unverified message or treat an uncertain provider call as completed. The named staff member checks the current revision, audience and evidence before committing an action.

Usage is metered under the customer's ERP.AI plan. [Review roles](/public-grievance-system/roles) and [get started](/public-grievance-system/get-started) before giving staff access.

Set up Public Grievance System 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