1. Scholarship Management
  2. Agent assistance
Reference

Put an AI agent to work in Scholarship Management

Connect your agent using the ERP.AI skill entry point:

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 7 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

  • Administrator: Gather the learner, course and existing enrollment context before the course-place decision.
  • Scholarship Officer: Show submitted applications with their award criteria and linked enrollment so the officer can prepare review.
  • Scholarship Reviewer: Compare the application amount with the award maximum and collect the relevant learning context for the decision.
  • Finance Officer: List approved applications awaiting the confirmation handoff and summarize the learner's separate fee position.

What stays with a person

  • The assistant cannot decide a learner's eligibility, verify an external payment or replace the authenticated assessment review.
  • It must work under the acting staff member's permissions and use the permitted transition action.
  • A recorded Disbursed state does not authorize a bank transfer or establish a fee allocation.

The assistant cannot decide a learner's eligibility, verify an external payment or replace the authenticated assessment review. It must work under the acting staff member's permissions and use the permitted transition action. A recorded Disbursed state does not authorize a bank transfer or establish a fee allocation.

Set up Scholarship Management your way.

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

How to get started