We tightened privacy around your CRM information so it is no longer shared with the AI assistant.
- The assistant can no longer look up CRM contacts, companies, tasks, task templates or online meetings.
- It can no longer view CRM activity history, email templates or email campaign results.
- It can no longer review automation workflow runs or their step-by-step results.
- It can no longer create or update CRM companies, contacts or tasks.
- CRM records no longer appear when you ask the assistant about recent changes in your account.
All CRM features remain fully available on the CRM page, where you can continue to manage contacts, companies, tasks, campaigns and workflows as before.
