Technology CRM

Features

Industries

Reference

More

Start now
  1. Technology CRM
  2. Your team's assistant
Reference

Put an AI agent to work in Technology CRM

Use Proto to prepare opportunity work and help the responsible person inspect the evidence before acting.

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

  • Relationship Owner: Help summarize discovery outcomes, inspect due follow-up and prepare the evidence for the next opportunity action.
  • Sales Manager: Compare the current revision with its activity and evaluation evidence before an independent proposal or closing decision.
  • App Administrator: Help inspect account eligibility and active membership inside the operating organization.
  • Auditor: Trace a decision or unresolved operation through its recorded revision and supporting evidence.

What stays with a person

  • The assistant works within the user's authorized scope.
  • It cannot supply the independent human review, treat a completed technical evaluation as customer acceptance or invent evidence for an unresolved operation.
  • The responsible reviewer decides the submitted revision through the authorized action.
  • When investigating an exception, request an evidence summary before changing the record.

The assistant works within the user's authorized scope. It cannot supply the independent human review, treat a completed technical evaluation as customer acceptance or invent evidence for an unresolved operation. The responsible reviewer decides the submitted revision through the authorized action.

When investigating an exception, request an evidence summary before changing the record. Keep the opportunity number and revision explicit so a later request cannot silently apply an earlier decision to changed work.

Assistant usage and connected activity follow the platform's metering. Review [pricing](/technology-crm/pricing) when planning imports, evaluation connections and recurring work.

Set up Technology CRM 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