That question sorts strategy from theatre faster than a use-case workshop.
It is a practical question. It does not require a new vocabulary.
May it read accounts? May it draft emails? May it change a stage? May it apply a discount? May it create a record? Who sees the log?
Most teams discover they do not agree
Sales wants speed. Legal wants a boundary. Security wants an identity. Finance wants an audit. The CRM owner wants to know who is accountable when a field is wrong.
Those disagreements already exist. Connecting an agent makes them visible.
Start there
An automation assessment that cannot answer this question is not an assessment. It is a conversation about tools.
GreyShacks starts with the work, the permissions, and the actions — then engineers the system that can live inside those constraints.



