How can I see what our AI agents are doing and step in when they get something wrong?

How it works

Each step an agent takes is recorded as it happens, such as “Searched the CRM for the account” or “Drafted the first message”. The agent’s app shows those steps beside the item it is working on, and an activity feed shows the team’s work in order. A person can open any item, read the steps and comment.

What a person keeps

Anything a customer sees, money spent or a record changed waits for a person by default. Rules can block or pause any tool call whatever the model decides. A comment on a draft changes the next draft, and a rule written in a comment applies from then on.

What to watch for

An agent you cannot read is an agent you cannot correct. If a tool shows you only the final answer, ask where the steps are. If it shows you logs only a builder can read, ask how a head of sales would use them.

An example

Dana opens the Pipeline desk at 09:00 and sees that the Outreach Writer drafted a first message to Wrenfield Health at 08:41, after the Account Strategist read 14 sources. She changes one line and approves. The step, her change and the send are all in the record.

Example data is invented unless a customer is named.