01 LIVE GOVERNANCE SCENARIO

Watch an AI agent earn autonomy before it touches the CRM.

Five real scenarios. Guided, Copilot, and Autopilot decisions. No signup required.

IntegrationTwo-line MCP setup

npm install -g @trustfloor/mcp-server
trustfloor-mcp

Agents keep their existing workflow. TrustFloor adds a governance check before business-system actions execute.

02 SCENARIO CONTEXT

Launch AI agents with production controls already in place

Agents keep working in their existing tools while TrustFloor checks every risky boundary before a business system is changed.

Scenario

Choose a governed workflow

Inbound lead qualification with forecast risk

Agent deploymentAI SDR Agent inside HubSpot

AgentAI SDR Agent

Business systemHubSpot

TeamRevenue Operations

Production goalQualify inbound leads faster

ConcernCRM updates affect pipeline, routing, outreach, and forecast

TrustFloor roleEvaluate proposed CRM and outreach actions before execution

Production readinessAI SDR Agent

64Topic trust

CopilotAutonomy mode

MCPIntegration

Safe actionsAllowed automatically

Forecast updateApproval required

Customer emailDraft with human review

03 ACTION POLICIES

Same production task. Three production outcomes.

Acme Logistics$38,000Budget not finalizedDecision-maker unknown

Agent workflowGoverned by TrustFloor

Sales Rep

Qualify Acme Logistics, update CRM, and send a follow-up.

AI SDR

I found strong intent. I propose six actions.

TrustFloor

Reviewing proposed actions against CRM governance policy.

TrustFloor consolePre-execution evaluation

Evaluating

Receiving proposed actions

Checking policy floor

Evaluating trust score

Applying decision

Writing decision log

04 WORKFLOW TIMELINE

How TrustFloor governed this workflow

Agent proposed action

TrustFloor evaluated risk

Policy floor matched

Safe actions executed

Risky action sent for approval

Decision log created

05 DECISION LOG

Audit trail RevOps can defend

Every proposed action includes actor, system, policy, decision, reason, and outcome.

ActorAI SDR Agent

Actor typeAgent

SystemHubSpot

BoundaryExternal system change

Proposed actionMove deal to Proposal

TopicCRM opportunity updates

Trust score64 / 100

Autonomy modeCopilot

DecisionApproval required

Policy matchedForecast-impacting CRM update

Missing evidenceBudget, decision-maker

ReviewerSales Manager

Final outcomeFollow-up task created instead

TimestampAug 23, 2026

06 LAUNCH IMPACT

Clear controls before production changes

18 days · 41 actionsTime-to-Autopilot

6Proposed actions reviewed

3Safe actions allowed

1Risky CRM update paused

1Customer action converted to draft/review

0Unsafe updates executed

1Decision logs generated

RevOps can launch AI SDRs with clear controls over CRM stage changes, routing, customer outreach, and forecast-impacting actions.

Define your approval policy