Inputs
- A permissioned inbound message
- CRM field schema
- Identity and matching rules
- An authorized approver
Control points
- No fuzzy write without review
- Allowlisted fields only
- Idempotency key per request
- Retain before-and-after values
Human approval gate
A CRM-authorized operator verifies identity, record match, field values, policy, and the exact write before execution.
The workflow
Every step includes a check that can stop the process before risk moves downstream.
- 01
Receive and minimize
Capture the message, source identifier, timestamp, and only the data required for routing.
Gate: The request is permissioned and in scope. - 02
Classify without acting
Propose intent, target record, fields, confidence note, and missing information in a strict schema.
Gate: Invalid or incomplete output cannot reach the CRM. - 03
Resolve identity deterministically
Use approved identifiers and surface ambiguous, duplicate, or missing records.
Gate: An uncertain match routes to a person. - 04
Approve the exact patch
Show the source, current values, proposed values, policy, and downstream effects to an operator.
Gate: The approver sees every field before write-back. - 05
Write once and reconcile
Use an idempotency key, record the response, and verify the resulting CRM state.
Gate: A mismatch triggers containment and manual correction.
Candidates to pilot
Inclusion means relevant product shape, not measured superiority.
Sources checked
Open the original pages before relying on a time-sensitive product decision.