Use Copilot and approvals
Ask for CRM-aware help, review citations, and approve action suggestions safely before anything executes.
Use this guide when you want AI assistance without losing control over customer data or record changes.
Flow
How to use Copilot well
1. Start with a real business question
Ask for summaries, next actions, drafts, or customer context that ties back to actual CRM work.
2. Read the citations and provider label
Use citations and provider metadata to understand how grounded the answer is before acting on it.
3. Treat action suggestions like proposed work
If Copilot suggests creating a task, note, activity, onboarding run, or draft, review the suggestion the same way you would review work from a teammate.
4. Approve only when the action is safe and useful
Approval is where human judgment stays in the loop. If the suggestion is wrong, reject it and keep the record clean.
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