Allow safe reads. Ask before writes. Deny risky exports.
Controls give teams one place to set integration access, require approval for sensitive tool actions, and preserve security context around every agent run.
CRM records, accounts, opportunities, contacts, and renewal notes.
Find accounts by owner, region, segment, renewal date, or health status.
Prepare opportunity updates for stage, next step, and close date fields.
Export contact records outside the workspace.
Integration controls and security
Set integration access centrally, require approval for sensitive actions, and keep security posture attached to every workspace run.
Low-risk reads, searches, drafts, and summaries can run without interruption.
Sensitive sends, updates, exports, payments, and production actions require human review.
High-risk tools, data sources, and actions stay blocked until policy changes.
Tie tool use to the agent, workspace, user, and approved account context.
Preserve who approved what, when the agent asked, and which action changed.
Review tool calls, source reads, generated artifacts, and human decisions.
Use deployment and retention options that match the workflow risk.
Integration controls and security posture in one control plane
The control surface is built for operators who need AI work to expand while every connected-system action keeps its approval policy, audit trail, and security context intact.
Integration controls
Review connected systems, inspect tool-level permissions, and decide which actions can run automatically.
- Connect 50+ applications
- Control access centrally
- Attach policy to each workspace
Allow, Ask, or Deny
Apply policy by tool action so sensitive writes, exports, deletes, and sends can require approval.
- Allow approved reads
- Ask before sensitive changes
- Deny risky exports
Agent identity
Keep each run tied to the workspace, operator, connected system, and approval policy behind the action.
- Operator attribution
- Workspace-scoped credentials
- Permission context retained
Approval trails
Capture approval decisions so teams can understand what ran, what paused, and what was blocked.
- Approver decisions
- Reason and timestamp capture
- Escalation-ready history
Audit visibility
Give admins a clear record of tool calls, permission decisions, and connected-system activity.
- Tool-call history
- Permission state changes
- Reviewable execution logs
Security posture
Preserve governance around connected tools without exposing one broad shared credential to every workflow.
- Least-privilege access
- Centralized permission review
- Controlled system boundaries