Allowed CRM Data in AI Studio Follow

The Allowed CRM Data settings in AI Studio allow admins to control which CRM modules and fields can be accessed by AI. This helps you decide what information your AI Agents and Skills can use while keeping sensitive CRM data protected.

You can control access at both the module and field level. You can also mark specific fields as sensitive and choose how AI should handle them.

To configure CRM Data in AI Studio,

• Navigate to the AI Studio from the left sidebar 
• Head over to the Team Agents 
• Click on the Allowed CRM Data 

• Here, you can see the CRM modules available in your account, along with their current AI access status.

Manage CRM Data Access

Click a CRM module to open its configuration and manage which data AI can access.

• Available to AI: The Available to AI option controls whether the selected CRM module can be accessed by AI.
  • When enabled, the module and its allowed fields can be used by AI Agents and Skills.
  • When disabled, the module will not be available for selection in Agent or Skill configuration, and its data will not be shared with AI.

• AI Enabled: You can control AI access for individual fields using the AI Enabled option. Enable this option for fields that AI can access and leave it disabled for fields that should not be available to AI.

• Sensitive: Use Mark as Sensitive for fields that contain information requiring additional protection. For example, you can mark fields such as Margin, ARR, or Discount Approval as sensitive.

• Sensitive Field Policy: After marking fields as sensitive, select how their values should be handled:

  • Block sensitive fields: Sensitive field values are not shared with AI.
  • Mask sensitive fields: Sensitive values are masked before being shared with AI.
  • Require approval: Agents using sensitive fields require admin approval before they can be published.

You can update these settings based on your organization's requirements.