1. Tour Operator Software
  2. Use Proto with this system
Reference

Put an AI agent to work in Tour Operator Software

Prepare and review tour operations with Proto.

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

  • Dispatcher: List tomorrow's departures with confirmed travellers and the vehicle planned for each.
  • Evidence Reviewer: Show pending completion evidence from yesterday's trips.
  • Billing Clerk: List approved charges not yet invoiced, by customer.
  • Operations Manager: Show trips that started late this week and where time was lost.

What stays with a person

  • The dispatcher approves trips, the evidence reviewer confirms completion and the billing clerk invoices.
  • Proto prepares lists and drafts for them; it does not approve, confirm or invoice on its own, and it works with the permissions of the person or service account it runs as.

The dispatcher approves trips, the evidence reviewer confirms completion and the billing clerk invoices. Proto prepares lists and drafts for them; it does not approve, confirm or invoice on its own, and it works with the permissions of the person or service account it runs as.

Set up Tour Operator Software your way.

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

How to get started