Social Commerce Platform

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  1. Social Commerce Platform
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Reference

Put an AI agent to work in Social Commerce Platform

Ask Proto to prepare partner pipeline, creator review and exception work.

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

  • Partner Manager: List open opportunities by expected close date and the next step recorded for each.
  • Creator Coordinator: Find open creator follow-up past due and the opportunity attached to it.
  • Attribution Reviewer: Prepare submitted attributions with order references and linked attachments for review.
  • Sales Operations' assistant: Summarize failed and needs-review operation receipts by operation type.

What stays with a person

  • A human Partner Manager owns the commercial close and a separate Attribution Reviewer owns the attribution decision.
  • Confirm source quantities and revision before approval.
  • A generated suggestion should not replace the named person's decision or invent an external order outcome.

A human Partner Manager owns the commercial close and a separate Attribution Reviewer owns the attribution decision. Confirm source quantities and revision before approval. A generated suggestion should not replace the named person's decision or invent an external order outcome.

Set up Social Commerce 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