Autonomy with handbrake.
Each agent works with declared permissions. Whatever you decide needs approval, it asks for. With Advanced security, every change goes into the log with name and time. And everything an agent does can be reversed.
Waiting for approval · out of catalog price
Conversation · +52 55 1234 5678 · 11 min agoWhat an agent can do and what remains on the human side.
This is the default distribution. Everything can be adjusted by board, by calendar and by role, but nothing opens without you opening it.
| Action | Agent | team person |
|---|---|---|
| Reply in chat | Yes, within your catalog | Yeah |
| Create and edit contacts | Yeah | Yeah |
| Merge or delete contacts | No | Yeah |
| Create and move opportunities | Yes, by authorized board | Yeah |
| Mark won or lost | Yes, if the board allows it | Yeah |
| Schedule and reschedule appointments | Yes, within the configured schedule | Yeah |
| Create resources or change schedules | No | Yeah |
| Save form responses | Yeah | Yeah |
| Edit a closed answer | No | No |
| Save configuration changes | Proposes; does not save | Yes, upon approval |
They do the work. You remain in control.
You'll never wonder what happened while you weren't looking. With Advanced security, each change has an agent, time and record, and all can be undone.
Calendar Agent Roma branch availability changed
Calendar · Dr. RuizDeals Agent moved an opportunity to Submitted Proposal
Sales Dashboard · $2,400Chat Agent requested human support for an out-of-catalog price
Conversation · +52 55 1234 5678Forms Agent submitted the medical history form
Contact · Mariana CruzReminders Agent set a reminder 24 hours before
Appointment · tomorrow 5:00 pmContacts Agent created the profile and labeled it New lead
Contact · Mariana CruzWinning and losing is out of your reach: that decision is still yours.
Each agent declares what it can touch: "3 of 7 boards · writing on 2." Reading, writing and win/loss actions are granted separately.
Out-of-scope work does not run: the agent stops, notifies the owner with the reason and wait time, and waits for approval.
Turn off AI and write without leaving the thread. The agent steps aside and resumes when you reactivate it.
You test personality, playbooks and permissions without spending real messages or touching a record of your operation.
Each action is linked to the record that it modified. If something should not have happened, it is undone from the log itself.
One screen shows what's ready, what's broken and what's left to configure, with a suggested next step.
Control who gets into Grupal and review what your team does with your customers' information.
A paid add-on for companies that need more control over access. It is sold separately, like Calendar and Forms: ask us and we activate it in your organization.
- 01Mandatory two-step verification
The Owner or an Admin turns it on with a switch. Anyone who does not have it yet must set it up with an authenticator app to keep using Grupal.
- 02Inactivity sign-out
Choose 15, 30, 45 or 60 minutes, or leave it off. It warns one minute before signing out.
- 03Access log
Who opened or changed contacts, conversations, files, notes and forms, with date, time, IP and browser. It also records role changes, configuration changes and exports. Only the Owner and Admins can see it.
- 04Filters and export
Filter the log by dates, person, action and record type, and export it to CSV.
- 05Access history by contact
Who viewed or changed a specific customer, from their own record.
- 06Sign-in history
Sign-ins, sign-outs and two-step verification events for each team member.
- 07Retention
Records are kept for 400 days. On healthcare accounts, 5 years and 30 days.
- 08Healthcare accounts
Advanced security is required to activate them. On these accounts, two-step verification and inactivity sign-out cannot be turned off.
Autonomy, but with your hand on the brake.
Start with the agent requesting approval for everything, then expand permissions when its work earns your trust.
See all five modules