AI assistance
Where AI agents help and how you stay in control.
Overview
AI assistance helps with enrichment, scoring, and summaries while humans stay in control. You decide what AI can suggest versus execute.
Guardrails keep every AI action traceable, auditable, and reversible.
What you’ll do
- Configure AI scoring for inbound leads and define thresholds.
- Use summaries to keep context at the record and pipeline level.
- Require approvals for AI-suggested updates during launch.
Best practices
- Audit AI outputs weekly and refine prompts.
- Keep a human-in-the-loop for high-impact fields.
- Measure accuracy and expand scope as confidence grows.