Interactive preview
ERP Agent
Bring business records into the conversation.
01 / The work
How it can help
- Find authorised customer and order records
- Explain record status and missing information
- Prepare a task for the responsible owner
Try asking: “Help my team find authorised customer and order records, and show what needs human review.”
02 / The connections
Fit into your existing systems
The right integration depends on the system version, available APIs and permissions agreed with its owner.
Start with the minimum access needed. Review each proposed write or communication before enabling it.
03 / The workflow
Follow one request through the process
Open a stage to see the information, responsibility and control point.
01Identify the request
Input: the information confirmed in the previous stage.
Action: Identify the request for this ERP Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
02Check access
Input: the information confirmed in the previous stage.
Action: Check access for this ERP Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
03Read the source record
Input: the information confirmed in the previous stage.
Action: Read the source record for this ERP Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
04Validate details
Input: the information confirmed in the previous stage.
Action: Validate details for this ERP Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
05Recommend the next action
Input: the information confirmed in the previous stage.
Action: Recommend the next action for this ERP Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
Your next step
Make this relevant to your team.
Your enquiry will include ERP Agent automatically.