Can you stop Breeze Assistant from making edits in the CRM?

I accidentaly discovered that the assistant can make edits based on chat inputs. It even misinterpreted my message and did a lifecycle stage edit when it wasn’t explicitly requested to do so. This means that this many changes can in theory be done, some on purpose and some could be overlooked.

Is there a way to disable only this? To ensure it only functions as giving inputs/responses, and to disable its function to make any edits in the CRM for a user?

Hi @Go-T,

As far as I know, this is not possible, no. The assistant can work within the permissions the user has and I’m not aware of any dedicated more nuanced settings.

Best regards

Hey @Go-T,

Thanks for bringing this to the Community!

@karstenkoehler is correct. At the moment, there aren’t any AI/Breeze specific settings that would allow to only turn off this functionality. However, as Karsten has noted this will only ever match the permissions of the User using it.

That said, I encourage you to consider creating a post on our Ideas Forum here. Ideas posted in this forum are seen and reviewed directly by our product team regularly, and this is the best way to raise feature requests and increase the chance it will become a feature in the future.

Hope you’ve found this thread helpful!

Sam, Community Manager