Honest abstention
The assistant stops and admits it cannot finish, or asks for help, without making changes.
Simulated sales and operations people use an AI CRM assistant for one work month. They make realistic requests, from finding a contact to updating a deal. Evaluators check the actual CRM state. The simulated people react, then rate their month from 1 to 10.
The simulation reports failure patterns and simulated satisfaction. It does not predict real customer churn.
The assistant stops and admits it cannot finish, or asks for help, without making changes.
The task fails in a way the person can see, such as an admitted error or a provider failure.
A plausible answer or an incorrect change hides a mistake without warning the person.
The assistant claims work is done when it is not, or gives a confidently fabricated answer.
Every team preset includes these six types of people. They differ in how often they use the CRM and the work they ask it to do.
Reviews the sales pipeline and asks for summaries across accounts and deals.
Uses the CRM frequently for bulk updates and handoffs, and expects promised changes to be carried out.
Checks the CRM between calls to find specific information and create records from existing details.
Keeps data clean, removes duplicates, merges records, and checks that updates follow company rules.
Uses the CRM occasionally and wants quick answers from long conversations, including clarity when information is missing.
Handles varied requests, including unclear instructions and tasks that need advice rather than a CRM change.