The part that usually decides whether this works is the data feeding the agent. Before letting it draft follow-ups or update CRM records, pick one narrow task, like a post-call follow-up, and give it a fixed template: the call notes, the prospect's role, the one next step agreed, and a hard rule that it can only reference facts from those notes. That stops invented details, which is the pitfall that burns trust fastest.
Second, keep a human approving anything that leaves the building for the first few weeks, and track edit rate. If reps rewrite more than a third of drafts, fix the prompt or inputs before widening scope.
Third, write CRM updates as suggestions in a notes field first, then promote to real fields once accuracy looks solid.
The part that usually decides whether this works is the data feeding the agent. Before letting it draft follow-ups or update CRM records, pick one narrow task, like a post-call follow-up, and give it a fixed template: the call notes, the prospect's role, the one next step agreed, and a hard rule that it can only reference facts from those notes. That stops invented details, which is the pitfall that burns trust fastest.
Second, keep a human approving anything that leaves the building for the first few weeks, and track edit rate. If reps rewrite more than a third of drafts, fix the prompt or inputs before widening scope.
Third, write CRM updates as suggestions in a notes field first, then promote to real fields once accuracy looks solid.