SquadCRMSquadCRM

AI

Ask Squad & AI safeguards

Natural-language CRM commands with approval and PII controls. · 4 minute read

  1. 1

    Open AI → Ask Squad. Try queries like “list at risk deals” or “create task: follow up Acme”.

  2. 2

    Review Autopilot suggestions before approve — sweeps never silently change customer data without your rules.

  3. 3

    In AI safeguards, enable require-approval-before-send and PII masking for regulated teams.

  4. 4

    Use Health & risk and Content AI for churn scoring, drafts, and call analysis on Growth/Scale.

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