Retail Analytics

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  1. Retail Analytics
  2. Work with Proto
Reference

Put an AI agent to work in Retail Analytics

Use Proto to prepare retail measurement work for a named human 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 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

  • Measurement Owner: Prepare a dated snapshot with its organization, store definition and consent basis for review.
  • Retail Analyst: Compare accepted basket facts, source coverage and the component values behind a metric result.
  • Independent Reviewer: Summarize the evidence and source revision before the reviewer records a decision.
  • Operations Lead: List open follow-up actions by assignee and due date, with their source snapshots.

What stays with a person

  • Proto can prepare context and suggest the next record to inspect.
  • A named person approves a metric definition, decides a snapshot revision and closes corrective work.
  • Source connections, credentials and publication destinations are set up for the customer's environment.
  • The team checks the operation trace and source evidence before treating a result as reviewed.

Proto can prepare context and suggest the next record to inspect. A named person approves a metric definition, decides a snapshot revision and closes corrective work. Source connections, credentials and publication destinations are set up for the customer's environment. The team checks the operation trace and source evidence before treating a result as reviewed.

Set up Retail Analytics 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