First Commands to Try

Don't know where to start? Pick a built-in agent and try one of these.

The best way to learn Operator is to ask an agent to do something real. Below are starter prompts for each built-in agent — copy one, tweak it to your context, and send.

Tip: agents act on the connection you have selected. Make sure the right instance is active before sending commands that touch data.

Advisor

Use the Advisor when you want to learn about ERP.net before doing anything in your instance.

• "What's the difference between a sales order and a sales invoice?"
• "How do I configure a new VAT rate?"
• "Which module handles consignment stock?"
• "Walk me through the standard purchase-to-pay flow."
• "What are the licensing options for ERP.net?"
• "How does the document state machine work?"

Business Specialist

Use the Business Specialist for everyday operations — looking up records, creating documents, scheduling, mailing, and finishing routine work.

Look things up

• "Show me my open sales orders for this week."
• "Find the customer 'Acme Corp' and list their last 5 invoices."
• "Which products are below the minimum stock level?"
• "What payments are overdue by more than 30 days?"

Create and update records

• "Create a sales quote for Acme Corp with 10 units of product X."
• "Add a new contact 'Jane Doe' to customer Acme Corp with email jane@acme.com."
• "Mark invoice INV-2026-001 as paid."

Schedule and communicate

• "Schedule a call with John from Acme Corp next Tuesday at 10:00."
• "Draft a friendly reminder email for invoice INV-2026-001 and send it to the customer."
• "Summarize today's calendar and flag anything that overlaps."

System Architect

Use the System Architect (Power Users and above) when you want to change how the system behaves, not just the data inside it.

• "Add a validation that prevents saving a sales order without a delivery date."
• "Design a workflow that routes purchase orders above 10,000 EUR for approval."
• "Suggest a custom entity for tracking equipment service contracts."
• "Review my current document types and recommend which ones can be retired."
• "Help me model a discount policy that depends on customer category and product group."

App Builder

Use the App Builder (Power Users and above) to create small, focused ERP data apps with natural language.

Dashboards and monitors

• "Create a dashboard showing overdue invoices grouped by customer."
• "Build a screen that shows products below minimum stock with a red warning badge."
• "Make a kanban-style board of my open sales opportunities by stage."

Data entry and lookup

• "Build a form for quickly logging customer calls with notes and follow-up date."
• "Create a lookup screen that finds customers by phone number and shows their last 10 orders."
• "Make an app that lets me scan a product code and see real-time warehouse quantity."

With AI inside the app

• "Add a chat panel where the user can talk to the Business Specialist about the selected customer."
• "When the user uploads an invoice photo, use AI to extract the total and invoice number."
• "Add a button that summarizes the selected sales order notes into one paragraph."

Iterate and refine

• "Add a date range filter to the dashboard."
• "Make the table sortable by amount."
• "Add a bar chart next to the table showing monthly totals."
• "Let the user export the current view to CSV."

What next?

• Try the same task with two different agents and compare the results.
• When you find a prompt that works well, save it as a greeting button on a custom agent — see Creating Agents.
• Explore Working with the UI to learn the interface around the chat.