What AI tools can read and change
1. What a connected tool can do
A connected tool reads what you can see here: deals, people, organizations, activities and the email you sent from PetalCRM. It cannot read the text of email filed to your deals. It acts as you, so it never sees anything you cannot. A change it asks for is refused unless your workspace's owner or admin chose Read and suggest. Then the tool can suggest a change: it appears under Approvals marked as suggested by the tool, and nothing changes until you approve it. Rejecting it discards it. If they chose Change without approval, the tool's change happens at once and shows in Change history under the tool's name, where you can undo it. Some changes still wait for your approval: amounts, closing a deal or moving its stage, changing or clearing something already filled in, adding a person, adding an email address or a web domain (they decide whose email is filed here), and personal settings such as your email signature, your mailbox and calendar connections and your privacy choices. A kind of change an owner or admin set to Off or Suggest under Assistant autonomy is never changed without approval by a tool either. That page sets the assistant in PetalCRM, which always asks for your approval whatever this setting says. A tool never sends email or erases anything. A tool can never approve its own proposal. A connection ends after a year, after 30 days in which the tool is not used, or when you disconnect it, when your account is turned off, or when AI tools are turned off for the workspace. Then you connect it again from the tool.