AI agents
How do I let an AI agent take actions in my CRM without giving it unlimited control?
Give the agent only the specific CRM permissions needed for the task. Separate read access from write actions, limit which fields or record types it can change, and require approval for higher-risk actions. Log every change so it can be reviewed.
What to check
- Which CRM actions are truly required?
- Which actions should need approval?
- Can every AI change be traced and reversed?