Establish non-negotiable guardrails for all AI Copilot interactions. These override individual rep profiles.
Require Next Action
AI must enforce that every interaction ends with a scheduled next step.
Require Exact Callback Time
Prevents reps and AI from setting vague 'Follow up tomorrow' actions without specific times.
Require Rep Approval
AI cannot execute communication or state changes without explicit rep clicks.
Allow AI Stage Suggestions
Allows AI to recommend moving the pipeline stage based on detected commitment.
Allow AI Task Creation
Allows the AI to automatically draft tasks in the rep's queue.
Changes take effect immediately across all active sessions.