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Solar Project Management

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  1. Solar Project Management
  2. Work with Proto
Reference

Put an AI agent to work in Solar Project Management

Ask Proto to help your team configure and inspect the distribution cycle.

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 10 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

  • Sales Representative: Prepare a dealer order for review and show its source quote.
  • Purchasing Manager: Find supplier orders awaiting receipt and compare accepted quantities.
  • Warehouse Manager: Show reserved stock and routes awaiting release.
  • Accountant: Find invoices awaiting approval and close tasks needing evidence.

What stays with a person

  • A person with the right role makes the independent commercial, warehouse or finance decision.
  • Check quantities, ownership and source evidence before asking Proto to change a record.

A person with the right role makes the independent commercial, warehouse or finance decision. Check quantities, ownership and source evidence before asking Proto to change a record.

Set up Solar Project Management 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