1. Salon Management System
  2. Your salon operations assistant
Reference

Put an AI agent to work in Salon Management System

Start with the ERP.AI agent instructions:

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

  • Booking Coordinator: Find held bookings and summarize the resource claims and confirmation evidence still needing attention.
  • Booking Supervisor: Prepare the submitted stylist appointment revision and supporting booking evidence for my independent decision.
  • Stylist: Show my assigned confirmed visits with their scheduled interval and service context before arrival.
  • Payment Reviewer: Gather the provider events for this booking and keep unverified results separate from the quoted amount.

What stays with a person

  • The assistant needs the access and booking scope agreed for its task.
  • Booking Supervisor remains responsible for the independent review and required compensation approval.
  • Staff must establish the customer's arrival and service outcome from the actual visit.
  • A suggested summary cannot verify a payment-provider event or prove that a reservation was released.

The assistant needs the access and booking scope agreed for its task. Booking Supervisor remains responsible for the independent review and required compensation approval. Staff must establish the customer's arrival and service outcome from the actual visit.

A suggested summary cannot verify a payment-provider event or prove that a reservation was released. Ask the assistant to identify the relevant evidence and discrepancies, then have the responsible person evaluate them before executing a guarded action.

Set up Salon Management System your way.

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

How to get started