AI CRM action controls
Control record updates, ownership changes, lifecycle changes and destructive actions. Gatewise separates safe enrichment from changes that move revenue data.
CRM changes - action log
Today- 16:22Update industry field, 1 accountALLOW
- 16:26Change account owner, Acme CorpReason: Ownership change needs current owner approvalREQUIRE APPROVAL
- 16:31Delete customer recordReason: Deletion restricted to humansBLOCK
Interface example. Not Gatewise customer data.
The problem
Why tool access is not enough
- CRM write access is usually all or nothing at the tool level.
- Agents can silently change owners, stages and forecast fields.
- Bulk edits and deletions are difficult to reconstruct afterwards.
Evidence checked
What Gatewise reads first
- Current field values and last edit source
- Record owner and team
- Deal stage and forecast category
- Volume of records in the same request
- Whether the field is marked business critical
Policy
Business rules, written the way the business states them
Policies are owned by the team that owns the rule. Gatewise turns them into deterministic execution controls.
CRM write policy
Active- R01Allow enrichment of empty non critical fields.
- R02Require owner approval to change account ownership.
- R03Require approval for any change to closed won or closed lost deals.
- R04Block deletion of customer records.
- R05Block bulk updates above 50 records in one request.
Interface example of a configured policy.
More controls
Other actions Gatewise controls
Give your agents freedom without giving them a blank cheque.
Tell us what your agents are allowed to do today. We will review whether Gatewise fits your agent workflow.
Works with your agents and existing business tools