Wellness Retreat Management

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  1. Wellness Retreat Management
  2. Use Proto with this system
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Put an AI agent to work in Wellness Retreat Management

Prepare and review retreat 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 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

  • Front Desk Agent: List tomorrow's arrivals with their units and whether each unit is ready.
  • Retreat Manager: Show programs starting this month with capacity and sessions still without a facilitator.
  • Accounts Clerk: List stays checking out today with posted charges not covered by confirmed payments.
  • Service Staff: Show my open tasks ordered by due time.

What stays with a person

  • The front desk confirms stays, the accounts clerk confirms payments and refunds, and the retreat manager reviews programs.
  • Proto prepares lists and drafts for them; it does not confirm, refund or approve on its own, and it works with the permissions of the person or service account it runs as.

The front desk confirms stays, the accounts clerk confirms payments and refunds, and the retreat manager reviews programs. Proto prepares lists and drafts for them; it does not confirm, refund or approve on its own, and it works with the permissions of the person or service account it runs as.

Set up Wellness Retreat Management 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