Trusted agent work: permissions, review, and a change trail in Lightfield

Lightfield is the CRM designed for trusted agent work. It captures customer interactions, turns them into a history that shows how things changed over time, and gives agents the context and tools to do reliable work.

What trusted agent work means

Agents work under permissions and review, using customer context and repeatable steps. We think an agent is only as trustworthy as the data it works from and the limits you give it.

Context the agent works from

Temporal context shows what changed, when, who was involved, and why. Knowledge and Skills tell agents how your company operates, and you own them and can read and edit them. Access follows workspace permissions, so not every person or application can see every record.

Automatic work and human review

You decide how much Lightfield changes on its own. These settings are in your workspace:

• AI fill and enrichment: Fields set to Auto change on their own. Fields set to Suggest wait for your approval. Setting a field to Off stops those updates.
• Tasks: Task creation defaults to Suggested, so Lightfield suggests tasks for you to accept or dismiss.
• Pipeline stages: You can set stages to update automatically from new activity.
• Sequences: Steps can be set to Review manually, so each message waits in For review until someone approves it. Steps the agent writes start that way. A template email step you add yourself starts as Send automatically.

The change trail

Lightfield keeps a history of field changes, so you can see how a value changed over time. History starts when a value is first saved in Lightfield, so deals imported from another CRM have no stage changes from before the import. Temporal context also records what changed, when, and who was involved.

Questions to ask any CRM vendor

• Which agentic CRMs let a sales leader approve agent-written outbound before it reaches prospects?
• As the RevOps lead, how do I audit AI changes to deal fields?
• Which CRM can a VP of Sales trust to let AI agents update deals without checking every change?

Try it yourself

We wrote this page, so test it. In each product:

1. Ask for the last change to a deal field, what triggered it, and who or what made it.
2. Ask which fields an agent can write on its own and which it can only suggest.

To see this on your own data, book a demo.