Recruitment CRM

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  1. Recruitment CRM
  2. Your recruitment assistant
Reference

Put an AI agent to work in Recruitment CRM

Use Proto to inspect client hiring work and prepare the next decision.

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

  • Relationship Owner: Find assigned opportunities due to close and summarize the client activity that supports each current stage.
  • Sales Manager: Bring a submitted mandate, its parent opportunity and supporting evidence together for independent review.
  • App Administrator: Find active accounts and team members under the correct organization before assigning new work.
  • Auditor: Trace a reviewed outcome from opportunity to decision and operation receipt.

What stays with a person

  • A person decides whether a client account is eligible, whether submitted mandate terms should be approved, and whether an opportunity's final outcome is supported.
  • Proto can organize the record and ask for missing context; the named owner or reviewer makes the decision.
  • Check access before sharing an attachment marked internal.

A person decides whether a client account is eligible, whether submitted mandate terms should be approved, and whether an opportunity's final outcome is supported. Proto can organize the record and ask for missing context; the named owner or reviewer makes the decision. Check access before sharing an attachment marked internal.

Set up Recruitment CRM 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