Revenue Management System

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  1. Revenue Management System
  2. Agent assistance
Reference

Put an AI agent to work in Revenue Management System

Use Proto to prepare and inspect rate and stay work with your team.

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

  • Revenue Manager: Compare demand observations, plan dates and proposed rates for a stay date before review.
  • Front Desk Agent: Gather the guest, unit capacity, booking interval and recorded nightly rate for a confirmation decision.
  • Finance Clerk: Show posted folio charges beside provider-confirmed payments for a checkout review.
  • Service Coordinator: Summarize assigned cleaning and maintenance work by unit and due date.

What stays with a person

  • A person still owns the rate approval and reservation decision.
  • Payment confirmation must come from the provider's outcome.
  • Proto can organize linked information and help prepare a case; it cannot replace a named owner's review or make an unconfirmed receipt settled.
  • Agree the permitted scope and metering with your workspace administrator before broad use.

A person still owns the rate approval and reservation decision. Payment confirmation must come from the provider's outcome. Proto can organize linked information and help prepare a case; it cannot replace a named owner's review or make an unconfirmed receipt settled.

Agree the permitted scope and metering with your workspace administrator before broad use. Keep an example of a denied action beside the accepted case.

Set up Revenue Management System 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