SaaS Management Platform

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  1. SaaS Management Platform
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Put an AI agent to work in SaaS Management Platform

Use Proto to prepare a SaaS portfolio and rehearse the team's operating 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

  • Service Manager: Prepare a review of subscriptions by owner and renewal date, with usage allocations for each application.
  • Service Technician: Gather the affected service, asset, assignee and incident chronology before the next update.
  • Change Approver: Present the risk, planned window and rollback plan for a change awaiting review.
  • Finance Officer: List rejected or failed provider receipts by provider and received date.

What stays with a person

  • The Service Manager still decides request approvals, and the Change Approver decides planned changes.
  • The Service Manager records each decision.
  • Confirm source values with their owners before changing subscription terms or allocation records.
  • Review the result of a provider event on the target record, not only its receipt.

The Service Manager still decides request approvals, and the Change Approver decides planned changes. The Service Manager records each decision. Confirm source values with their owners before changing subscription terms or allocation records. Review the result of a provider event on the target record, not only its receipt.

Set up SaaS Management Platform 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