Insights
Where it runs, and whether you can trust it
Inside the CRM or outside it, what permissions an agent gets, and how the audit trail holds up — the decisions that set what a deployment costs to run.
The service behind these pieces is workflow automation and AI.
Updated
Pieces on this topic
Do AI agents need their own permissions?
They need a role inside the permission model you already maintain — not a credential of their own. Anything else is a shadow access system.
When should AI live inside the CRM versus outside it?
If the work is CRM work it belongs in the platform, under its own approvals and audit trail. Outside is for what the platform cannot reach.
Working through this right now?
Everything filed under “where it runs, and whether you can trust it” is the general case. Bring the specific one: a principal consultant will tell you which of these pieces applies to it, and which does not — usually the more useful answer.