Warehouse + Fleet + Delivery

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  1. Warehouse + Fleet + Delivery
  2. Agent assistance
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Put an AI agent to work in Warehouse + Fleet + Delivery

Ask Proto to prepare load work and surface decisions for the right person.

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: Show planned loads whose assignments or custody results need checking before pickup.
  • Fleet Coordinator: List active drivers near eligibility expiry and vehicles that are held or under maintenance.
  • Warehouse Lead: Prepare the linked load and evidence for a submitted custody handoff.
  • Independent Reviewer: Show the current source revision, prior decisions and evidence before a custody or exception decision.

What stays with a person

  • Proto can prepare a case and help inspect linked records.
  • A named person decides a submitted transfer or exception.
  • Physical pickup and recipient delivery need observed times and evidence.
  • External fleet, carrier and finance outcomes need their authoritative systems.

Proto can prepare a case and help inspect linked records. A named person decides a submitted transfer or exception. Physical pickup and recipient delivery need observed times and evidence. External fleet, carrier and finance outcomes need their authoritative systems. The team should test agent requests against the same access scope and operation keys used in daily work.

Set up Warehouse + Fleet + Delivery 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