1. Smart Building Management
  2. Your team's assistant
Reference

Put an AI agent to work in Smart Building Management

Use Proto to prepare energy and site reviews while people retain the decisions about evidence and operating conditions.

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

  • Facilities Manager: Gather open events and outstanding tasks for the authorized sites before the operating review.
  • Energy Analyst: Find source-quality exceptions and show the meter mode and unit used for a selected reading.
  • Energy Reviewer: Prepare a received interval with its source readings and boundaries before the validation decision.
  • Site Operator: Find the sensor's operating context and prepare a dated observation with the intended quality flag.

What stays with a person

  • The assistant cannot establish that a physical condition has ended without the team's operating evidence or accept an energy interval without the designated review.
  • It must preserve the difference between source quality and interval validation.
  • Source-system writes and external actions require their own authorization, and access must stay within the account's permitted site scope.
  • Assistant requests, imports and connected operations follow the platform's usage billing.

The assistant cannot establish that a physical condition has ended without the team's operating evidence or accept an energy interval without the designated review. It must preserve the difference between source quality and interval validation. Source-system writes and external actions require their own authorization, and access must stay within the account's permitted site scope.

Assistant requests, imports and connected operations follow the platform's usage billing. Review the [pricing details](/smart-building-management/pricing) using the pilot's expected activity before extending access.

Set up Smart Building Management your way.

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

How to get started