Salon + Booking + CRM + Inventory

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  1. Salon + Booking + CRM + Inventory
  2. Your salon operations assistant
Reference

Put an AI agent to work in Salon + Booking + CRM + Inventory

Use Proto to configure Salon + Booking + CRM + Inventory around your appointment practices, resource plan and close-out responsibilities. Begin with a service the team can follow from the first booking request to its actual-use evidence.

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

  • Front Desk: Gather held appointments with their current revision and the consent material needed for the next confirmation review.
  • Service Professional: Prepare draft service-use records with the parent booking, product lot and recorded units for submission.
  • Salon Manager: Assemble the close-out queue and the decision context for the version awaiting review.
  • Payment Reviewer: Locate provider events for a booking and keep authorization, capture, refund and void evidence distinct.

What stays with a person

  • The assistant needs configured access and the actual evidence for the booking.
  • Salon Manager remains responsible for independent close-out and scope decisions.
  • Provider verification comes from the connected evidence process, and the assistant must use the current authorized version when carrying out a permitted action.
  • Agent activity and implementation follow the terms on [Pricing](/salon-booking-crm-inventory/pricing).

The assistant needs configured access and the actual evidence for the booking. Salon Manager remains responsible for independent close-out and scope decisions. Provider verification comes from the connected evidence process, and the assistant must use the current authorized version when carrying out a permitted action.

Agent activity and implementation follow the terms on [Pricing](/salon-booking-crm-inventory/pricing). Include the expected booking actions and connected evidence activity when reviewing usage.

Set up Salon + Booking + CRM + Inventory 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