1. Quality Management
  2. Work with Proto
Reference

Put an AI agent to work in Quality Management

Ask for help preparing inspection, issue and review work from your quality 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 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

  • Quality Manager: Ask which planned inspections need assignment and which open issues have corrective actions due.
  • Inspector: Ask for the requirements attached to an assigned inspection before recording observations.
  • Quality Approver: Ask for the check results and evidence behind an inspection in Review.
  • Document Controller: Ask which controlled versions are in Review and which acknowledgments point to a chosen version.

What stays with a person

  • The assistant can organize record context, but the responsible person makes the inspection, document and effectiveness decisions.
  • Check the original attachments and observations before approving.
  • A generated summary should lead back to the linked records used for the decision.

The assistant can organize record context, but the responsible person makes the inspection, document and effectiveness decisions. Check the original attachments and observations before approving. A generated summary should lead back to the linked records used for the decision.

Set up Quality Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started