BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

AI Pack

AI capabilities for productivity and insights.

Target Audience

Revenue teams using AI summaries and drafting with governance.

Prerequisites

  • AI feature flag and licensing active.
  • Audit logging enabled for AI endpoints.
  • Prompt templates reviewed by business owner.

Module Positioning

AI assistance layer for summaries, drafting and prioritization.

Priority Use Cases

  • Summarize account context before calls.
  • Draft follow-up emails and commercial messages.

Operating Model

  • Enable on selected teams first.
  • Review prompt quality and audit traces monthly.

KPI

  • Time saved per rep per week.
  • AI acceptance rate on generated drafts.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. AI Overview

    Goal: AI Overview

    AI Overview formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "AI Overview" with measurable controls for governed AI usage.

    • AI scope is explicit per team and use case.
    • Operational evidence is captured for AI Overview.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/ai/*), then confirm expected permissions and logs.

    • Feature flags and licensing gates are checked.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Global AI enablement without governance model.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  2. 2. Summaries

    Goal: Summaries

    Summaries formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Summaries" with measurable controls for governed AI usage.

    • Summaries compress context without losing critical risk info.
    • Operational evidence is captured for Summaries.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/ai/*), then confirm expected permissions and logs.

    • Summary quality reviewed against source records.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Using summaries as sole source of truth.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  3. 3. Lead Scoring

    Goal: Lead Scoring

    Lead Scoring formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Lead Scoring" with measurable controls for governed AI usage.

    • Scoring supports prioritization, not automatic rejection.
    • Operational evidence is captured for Lead Scoring.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/ai/*), then confirm expected permissions and logs.

    • Score thresholds are calibrated from win/loss history.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Treating score as deterministic probability.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  4. 4. AI Writing

    Goal: AI Writing

    AI Writing formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "AI Writing" with measurable controls for governed AI usage.

    • Generated text respects tone, legal constraints and locale.
    • Operational evidence is captured for AI Writing.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/ai/*), then confirm expected permissions and logs.

    • Final review workflow exists before send.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Sending AI drafts without human review.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  5. 5. Activation & Licensing

    Goal: Activation & Licensing

    Activation & Licensing formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Activation & Licensing" with measurable controls for governed AI usage.

    • AI access is controlled by entitlement and policy.
    • Operational evidence is captured for Activation & Licensing.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/ai/*), then confirm expected permissions and logs.

    • Usage metrics and quota behavior are visible.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Enabling premium AI features without license checks.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

Go-live Checklist

  • Sensitive permissions are tested with a non-admin account.
  • Critical business flows are verified end-to-end.
  • Error messages are understandable and actionable.
  • An incident runbook exists for this domain.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.