ai-crmFeatured 10 min read
Designing a CRM With Governed AI Assistance
Context
A service business wanted AI to reduce administrative load without losing control of sensitive data.
Challenge
Uncontrolled AI use risked exposing client data and publishing unapproved content.
My Role
Systems architect & AI reviewer
Intervention
Designed a CRM with ALO Labs integration where AI outputs return as drafts requiring human approval.
System Built
Approval-routed AI workspace with sensitivity tagging and audit logging.
Outcome
Created a governed AI-assisted CRM where publishing, proposals and external communications require human approval.
Evidence status: verified
Confidentiality: partially-anonymized