Virtual Event Platform

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  1. Virtual Event Platform
  2. Use Proto with this system
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Put an AI agent to work in Virtual Event Platform

Prepare and review events, breakouts and registrations 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

  • Event Coordinator: List my open events with registrations against capacity.
  • Event Reviewer: Show breakouts submitted this week with track, start time, capacity and host.
  • Registration Coordinator: List registrations for tomorrow's event that are not yet admitted.
  • Finance Coordinator: Show unverified captures and unresolved receipts by event.

What stays with a person

  • Event and breakout approvals, refunds and receipt corrections stay with the configured people and their permissions.
  • The Event Reviewer decides submitted work, and the Finance Coordinator verifies payments.
  • Proto prepares lists, explanations and configuration for their review, using the signed-in person's access.

Event and breakout approvals, refunds and receipt corrections stay with the configured people and their permissions. The Event Reviewer decides submitted work, and the Finance Coordinator verifies payments. Proto prepares lists, explanations and configuration for their review, using the signed-in person's access.

Set up Virtual Event 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