Overview
CRM data is only useful when it is kept up to date, and keeping it up to date is the job everybody postpones. AI can help: summarising a call, logging the follow-up, noting that a deal has moved.
Kroy connects to Salesforce once. Authorised AI tools reach Salesforce through Kroy, which knows the person behind each request and limits what the AI can see and change.
Permissions
Each Salesforce action is a Kroy capability. Kroy decides every request against the person, the agent, the delegation between them and the organisation’s policies.
By default, AI may read, log activity, add notes and create leads. Updating an opportunity — its stage, value or close date — and updating a contact’s details require approval, because these records feed forecasts and client communications. A sales director might allow a Skill to propose opportunity changes while a person confirms each one.
Proposed updates
A useful pattern: after a meeting, the AI prepares a set of proposed CRM changes — a logged call, a new next step, an updated close date. The account owner sees them together, accepts or rejects each, and Kroy applies the accepted ones. Kroy records the proposal, the decision and the change.
Industries
Financial services firms, consultancies and technology companies rely on accurate client records. Where client information is sensitive, Kroy can keep particular fields or record types out of AI’s reach altogether.
Security
Kroy holds the Salesforce connection. AI clients never receive tokens. Every request, approval and refusal is recorded, and revoking an AI’s Kroy access removes its Salesforce access at the same moment.