Section 4D: Agent Access, Permissions & Prompt Tips

Last updated: April 25, 2026

Content Type: FAQ / Reference

4.8 What data does the agent have access to?

Always accessible

  • All accounts, contacts, and opportunities

  • All meeting transcripts and summaries

  • All emails synced from connected inboxes

  • All notes and tasks

  • Your Knowledge base (company context, pricing, sales process, etc.)

  • Skills stored in your workspace

Scoped when inside a record When you open the agent from inside an account or opportunity, it prioritizes that record's data — giving more focused, relevant answers.

Not accessible

  • Data from other workspaces

  • Emails from Do Not Track domains (never stored)

  • Internal emails (excluded by design)

  • Data from teammates who haven't connected their email (only their CRM records are visible)

4.9 How do I constrain agent access?

Limit which emails syncSettings → Mail and Calendar → Do Not Track — excluded data is never stored, so the agent can't access it.

Use record-scoped chat Opening the agent from inside an account or opportunity focuses it on that record's data. Useful when you want answers about a specific deal without pulling in unrelated context.

User roles Members can't modify workspace-wide settings, skills, or the Knowledge base — so they can't accidentally change how the agent behaves. Admins control the agent's knowledge and configuration.

More granular agent permissions (e.g., restricting which records a user can access) are on the roadmap.

4.10 Prompt tips for better agent results

Be specific about what you want

  • Weaker: "Tell me about Acme"

  • Stronger: "Summarize the Acme Corp opportunity: stage, last touchpoint, open blockers, and recommended next step"

Specify a timeframe

  • "Show me all deals closed in Q1 2026"

  • "Which accounts had meetings in the past 7 days?"

Ask for action, not just data

  • "Which deals are at risk — and draft a follow-up email for each"

  • "Find the three warmest leads in my pipeline and draft outreach for each"

Chain requests

  • "Look at the Acme Corp opportunity, summarize where we stand, and draft a follow-up email to my last point of contact"

Use your location as context When you're inside a record, you don't need to repeat the name:

  • "What happened in our last meeting?" — the agent already knows which account you're looking at

Tell the agent the format you want

  • "Answer in bullet points"

  • "Summarize in 3 sentences"

  • "Format this as a table with columns: Account, Stage, Next Step, Close Date"