1. Returns Processing Center
  2. Work with Proto
Reference

Put an AI agent to work in Returns Processing Center

Use an assistant to prepare return cases while people retain review decisions.

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

  • Inventory Clerk: Find an open stock request, list its linked return grade and show the item and locations to check before submission.
  • Inventory Supervisor: Bring a submitted grade, request quantity and attachments together for a decision on the current revision.
  • Auditor: Trace a request through review decision, movement, reversal and operation receipt.

What stays with a person

  • A person decides whether the inspection grade is acceptable and whether the request scope can be released.
  • The assistant can prepare the case and show differences.
  • Stock posting and correction must use the authorized actions with their revision and operation-key checks.
  • A receipt marked failed calls for investigation, not an invented success result.

A person decides whether the inspection grade is acceptable and whether the request scope can be released. The assistant can prepare the case and show differences. Stock posting and correction must use the authorized actions with their revision and operation-key checks. A receipt marked failed calls for investigation, not an invented success result.

Set up Returns Processing Center your way.

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

How to get started