Prepare the work. Let a human close the loop.
A copilot that assembles context across records — even across multiple host apps — and stages sensitive actions for a human to approve, inside the CRM or internal tools your team already uses.
Revenue-ops or operations manager, sometimes spanning several registered host apps in one tenant.
In the CRM or an ops console, the manager asks: “Show me open items across CRM, ticketing, and finance for my team,” or “assemble the context on this account and stage the follow-up.”
Plan → governed tools → cards.
Illustrative tool ids and risk levels — a host defines its own. The primitives underneath (the governance gate that runs permission, policy and audit, context minimization, the 12 card types) are built and tested, and the data-handling and security controls around them are documented.
A plan card lays out the steps; a coordinator routes to specialist agents that each read their own app through that app’s adapter (read-only).
Each handoff re-validates governance so no agent gains cross-app authority it shouldn’t have; context is minimized and carries provenance.
A Visualization agent unifies the reads into a single table and a mermaid cross-system flow.
Sensitive actions are staged as controlled writes and wait at an approval card for the human to commit.
Customer value.
One view across systems without a data warehouse — assembled live, under each app’s own permissions.
Sensitive actions are prepared, not performed; a human always closes the loop.
Per-app permissions are preserved and every read and staged action is audited.
Target: [CUSTOMER RESULT REQUIRES VALIDATION].
Watch a single table stitched from three different host apps — each read through its own governed adapter — with any follow-up action staged behind an approval card.
Governed reporting & analytics team
A multi-agent team — one coordinator plus permission-scoped specialists — that turns plain-language questions into governed tables and diagrams, with provenance on every answer and no dashboards to build.
Use case · SupportCustomer support agent
An assistant that reads the current ticket, answers low-risk questions instantly, and pauses for approval before anything that touches a customer’s account.
Use case · Back officeMerchant & back-office agent
Agents plan the steps, gather context through approved tools, draft records, and wait for a human before anything sensitive — with a full audit trail. Same adapter as the storefront, elevated only because the user’s permissions allow it.
See “Operations copilot” running under governance.
Book a demo and we’ll walk your team through this workflow, the governance gate, and the interactive cards — using an example close to your stack.