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Frequently Asked Questions
What Should an AI Agent Record at Every Step?
An audit trail should be designed before the agent is connected to business systems. Each workflow event should answer five practical questions:
How Can a Custom AI Agent Coordinate Email, CRM, Spreadsheets, and Business Software?
A reliable system separates the agent’s reasoning from the actions that affect business records. The agent proposes or selects an action, while controlled connectors execute that action and return a result.
What Does an Auditable AI Workflow Look Like in Practice?
Imagine a professional services firm that receives new project inquiries by email. The firm wants an AI agent to qualify inquiries, check capacity, create CRM opportunities, and schedule follow-up.
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