CRM & Sales Template¶

For CRM, sales pipeline, and customer management agents.

Default Configuration¶

Parameter	Default	Description
`bulk_threshold`	10	Max records in a bulk operation before escalation
`allow_delete`	`false`	Whether agents can delete CRM records
`export_approval`	`true`	Exports require human approval
`restricted_fields`	`["owner", "revenue"]`	Fields that cannot be modified by agents

Violation Rules¶

Rule	Trigger	Severity
`crm_delete_not_allowed`	Delete operation when `allow_delete` is false	high
`restricted_field_modification_{field}`	Agent modifies a field in `restricted_fields`	high
`bulk_operation_exceeds_threshold`	Bulk operation with count > `bulk_threshold`	medium

Approval Rules¶

Rule	Trigger
`requires_human_approval`	Export operations when `export_approval` is true
`requires_human_approval`	Bulk modifications exceeding `bulk_threshold`

Configuration Example¶

Allow deletes but restrict more fields:

curl -X PATCH https://vargate.ai/api/dashboard/settings \
  -H "Content-Type: application/json" \
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "policy_template": "crm",
    "policy_config": {
      "allow_delete": true,
      "bulk_threshold": 5,
      "restricted_fields": ["owner", "revenue", "stage", "close_date"],
      "export_approval": true
    }
  }'