Requirements Management

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  1. Requirements Management
  2. Agent assistance
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Put an AI agent to work in Requirements Management

Help each role find the right requirement, review and evidence 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 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

  • Project Manager: Summarize active projects, submitted baselines and unresolved change impacts before a review.
  • Business Analyst: Find requirements by project and revision, then show their child items and baseline criteria.
  • QA Engineer: List open verification findings with severity, owner and project for a checking session.
  • Team Member: Show assigned items and the status of submitted time entries.

What stays with a person

  • An assistant can retrieve and organize records, but the Project Manager makes the baseline acceptance decision.
  • The QA Engineer verifies a fix, and the Team Member confirms hours before submission.
  • Check the current requirement revision and project link before acting on a summary.
  • Usage depends on the actions, records and connected services the team chooses to run.

An assistant can retrieve and organize records, but the Project Manager makes the baseline acceptance decision. The QA Engineer verifies a fix, and the Team Member confirms hours before submission. Check the current requirement revision and project link before acting on a summary.

Usage depends on the actions, records and connected services the team chooses to run. Review the current [pricing](/requirements-management/pricing) details when planning frequent assisted reviews.

Set up Requirements Management 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