Five tests to run before letting an AI agent write to your CRM

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Many CRMs now advertise support for AI agents, but the real test is how they behave when an agent makes a mistake. The article proposes five checks that take about ten minutes on a fresh workspace using only curl and a browser. They cover bulk-delete recovery, per-agent pausing, audit log attribution, reply handling that stops follow-ups, and visibility into outbound email before it is sent. The author advises treating any test that needs a workaround as a warning sign, and running the checks on a throwaway workspace rather than live data.

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ProgrammingDEV Community ·

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