How do I limit what a customer-facing AI agent can access in my account?

Your own AI assistant is open: it can use all of the tools in the system (over 300) because it is for you. You can lock it to specific tools if you want, or leave it on all.

A customer-facing AI agent, on the phone, SMS, email or social media, is locked down. You flip the switch only for the tools you want it to have, so it cannot reach things like your CRM unless you allow it. It can still collect and save information, book appointments, add tags and notes, update pipelines and more.

Then load the agent with your FAQs and what you want it to say, including prices, and turn on the channels it should answer.