Whistleblower / Ethics Hotline

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  1. Whistleblower / Ethics Hotline
  2. Use Proto with this system
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Put an AI agent to work in Whistleblower / Ethics Hotline

Ask Proto to prepare case work while people retain investigation and disclosure decisions.

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

  • Intake Coordinator: List submitted reports with their matter and received date for triage.
  • Investigator: Gather open deadlines and recent matter events for assigned cases.
  • Independent Reviewer: Prepare the report revision, decision history and permitted evidence for review.
  • Records Custodian: Find expiring access grants and unreviewed document privilege records.

What stays with a person

  • The Ethics Manager decides whether a conflict is clear and whether a matter can close.
  • The Independent Reviewer decides on a submitted source revision.
  • The Records Custodian controls protected identity disclosure and document production.
  • Proto may prepare evidence for these people, but a generated explanation is not their authorization.

The Ethics Manager decides whether a conflict is clear and whether a matter can close. The Independent Reviewer decides on a submitted source revision. The Records Custodian controls protected identity disclosure and document production. Proto may prepare evidence for these people, but a generated explanation is not their authorization. Keep access bound to the signed-in person's organization, matter and time-boxed grant.

Set up Whistleblower / Ethics Hotline your way.

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

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How to get started