1. Trailer Tracking System
  2. Use Proto with this system
Reference

Put an AI agent to work in Trailer Tracking System

Use Proto to prepare yard reviews and investigate connected load evidence.

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 7 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

  • Yard Supervisor: List submitted trailer visits and show the trailer, yard and recorded arrival and departure evidence for review.
  • Dispatcher: Find my loads awaiting dispatch and show the drivers and trucks already committed to assigned work.
  • Evidence Reviewer: Explain why a delivery confirmation is disputed using its linked load, stop and receiving evidence.
  • Fleet Coordinator: Show open defects and maintenance due for equipment being considered for upcoming work.

What stays with a person

  • Yard Supervisor owns the visit approval decision.
  • Finance Reviewer decides whether the charge matches the commercial agreement.
  • Proto can prepare a comparison and explain record differences, but the responsible person must resolve disputed evidence.
  • A physical arrival, completed repair or received signature needs an actual operating observation.

Yard Supervisor owns the visit approval decision. Finance Reviewer decides whether the charge matches the commercial agreement. Proto can prepare a comparison and explain record differences, but the responsible person must resolve disputed evidence. A physical arrival, completed repair or received signature needs an actual operating observation. Configure the team's access and decision actions before allowing an assistant to act on records.

Set up Trailer Tracking System your way.

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

How to get started