Retail & E-Commerce CPQ

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  1. Retail & E-Commerce CPQ
  2. Your quoting assistant
Reference

Put an AI agent to work in Retail & E-Commerce CPQ

Get the ERP.AI skill to begin:

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

  • Quote Specialist: Find assigned drafts approaching their validity date, check the line inputs and prepare a summary for the pricing request.
  • Pricing Reviewer: Summarize the current revision and its attached evidence, and identify the earlier decision when a quote has been returned.
  • Auditor: Compare an operation receipt with the parent quote and decision history, then explain the recorded discrepancy without repeating the commercial action.
  • App Administrator: Help organize customer codes and organization membership for the agreed quoting scope.

What stays with a person

  • The assistant works within the signed-in person's authorized scope.
  • It cannot supply the independent pricing decision for the preparer or treat an expired offer as valid.
  • Pricing Reviewer remains responsible for approval and accepted-scope compensation.
  • A request to hand off an accepted quote still needs the configured order connection and real effect evidence.

The assistant works within the signed-in person's authorized scope. It cannot supply the independent pricing decision for the preparer or treat an expired offer as valid. Pricing Reviewer remains responsible for approval and accepted-scope compensation.

A request to hand off an accepted quote still needs the configured order connection and real effect evidence. The assistant must preserve the original receipt when investigating an uncertain outcome. An attachment marked Shared retains the quote's access boundary.

Set up Retail & E-Commerce CPQ your way.

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

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How to get started