AGENTS / APPROVALS / PERMISSIONS / MCP

Agent and workflow setup

AI agents and workflows configured in your CRM, with approval steps and scoped access.

What you get

Agreed workflows built in your CRM, with approval settings per workflow and written notes on what each agent can reach.

Each workflow starts in draft-only mode, so that your team can review output before any action runs by itself.

If you've picked your CRM and AI features are switched off or going unused.

Tell us what you use today and what you want AI to do. We'll reply with whether we can help.