Put the AI assistant to work — with you in charge

Why this matters

AI features fail two ways: unused because nobody trusts them, or over-trusted until they burn someone. Both are boundary failures. Set the boundaries explicitly and the assistant becomes what it should be — leverage.

The steps

1. 1

   Meet the assistant

   The “SalesSynq AI Assistant” floats in the corner of your dashboard. Ask it about your pipeline in plain language, or use quick actions like “Find quiet deals”, “What changed this week?”, or “Create follow-up plan”.

2. 2

   Know what you are talking to

   The banner says it up front: you are interacting with an AI assistant, and outputs are advisory and may be inaccurate. The full disclosure — what it does, what is logged, human review and appeal — is one click away under “Learn more”.

3. 3

   Set the operating mode

   The workspace setup hub gives an admin the dial: “Review before apply” (everything waits for a human), “Auto-apply safe” (the admin pre-authorises only routine, reversible changes; sensitive or consequential changes still wait), or “Manual only”. Choosing the mode is the approval boundary and is recorded.

   • Approvals are explicit: changes that affect security or shared data always ask first.
   • Under Admin → Data & intelligence you control the deeper policies — AI privacy rules and how warnings and AI interact.
4. 4

   Hold it to the evidence standard

   Suggestions cite the activity they are based on, like everything else in the product. If a suggestion has no evidence you can check, treat it as a draft — the judgment stays with you.