1. Web Analytics Dashboard
  2. Work with Proto
Reference

Put an AI agent to work in Web Analytics Dashboard

Ask Proto to help inspect property work and prepare a review.

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

  • Property Owner: Show the properties assigned to me with open follow-ups and their due dates.
  • Analyst: Find run exceptions for a measured property and identify the step that needs investigation.
  • Reviewer: Gather the source revision, operation trail and evidence reference for a pending decision.
  • Analytics Lead: Compare the reviewed property outcome with the session facts and reporting window.

What stays with a person

  • A reviewer makes the approval decision.
  • The team must still confirm consent basis, source identity and whether an uncertain external step completed.
  • Ask Proto to organize the working record; inspect the evidence before changing a property's release status.

A reviewer makes the approval decision. The team must still confirm consent basis, source identity and whether an uncertain external step completed. Ask Proto to organize the working record; inspect the evidence before changing a property's release status.

Set up Web Analytics Dashboard your way.

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

How to get started