Content Intelligence

Question 1

“What does the Data Agent need access to?”

Answer

Partly answered

The site says the Data Agent reads orders, usage, tickets and deals in the Smart CRM, only within the permissions you set, and that you pick the objects and fields it may use. It never says which data it needs to work, whether it reads anything outside the CRM, or what write access its suggested fixes require.

Section on the site	Status	Ticket
/products/data-agentAnswers with reasons. Lists your team can act on.	Partly answers it	Add a data access requirements section to /products/data-agent Ticket Paste this into your ticketing tool. Add a data access requirements section to /products/data-agent Who needs it: CTOs and IT or security reviewers checking a vendor (this visitor: Whirlpool Corporation) Section: /products/data-agent › Answers with reasons. Lists your team can act on. What is missing: - Which records and fields the Data Agent needs at minimum, and which are optional, are not listed. - Whether it reads only Smart CRM data or also connected systems such as warehouse, ERP or product usage is not stated. - What write access its suggested fixes need, beyond person-approved merges and missing values, is not explained. - Whether data the agent reads is sent outside Hourglass to process answers is not stated. Where: New section on /products/data-agent, placed after "Answers with reasons. Lists your team can act on.". Related sections: Reads your records · What the Data Agent can do · Agents that ask. People who decide. · Data syncs Main topics: Required versus optional data sources · Data from connected systems via Data Hub · Read and write access scope · Where agent processing happens · Link to Agent Hub permission settings What to do: 1. Confirm with product and engineering which data the Data Agent requires, what it can write, and where its processing runs. 2. Add the new section listing required and optional data, read versus write scope and processing location. 3. Link the section to the Agent Hub permissions content and the Data Hub syncs page. Done when: /products/data-agent lists the data the Data Agent needs, what it can change and where its data is processed. From: conversation 3d752564264c, question 1: "What does the Data Agent need access to?" Who needs it: CTOs and IT or security reviewers checking a vendor (this visitor: Whirlpool Corporation) What is missing Which records and fields the Data Agent needs at minimum, and which are optional, are not listed. Whether it reads only Smart CRM data or also connected systems such as warehouse, ERP or product usage is not stated. What write access its suggested fixes need, beyond person-approved merges and missing values, is not explained. Whether data the agent reads is sent outside Hourglass to process answers is not stated. Where New section on /products/data-agent, placed after "Answers with reasons. Lists your team can act on.". Related sections Reads your records · What the Data Agent can do · Agents that ask. People who decide. · Data syncs Main topics Required versus optional data sources · Data from connected systems via Data Hub · Read and write access scope · Where agent processing happens · Link to Agent Hub permission settings What to do Confirm with product and engineering which data the Data Agent requires, what it can write, and where its processing runs. Add the new section listing required and optional data, read versus write scope and processing location. Link the section to the Agent Hub permissions content and the Data Hub syncs page. Done when: /products/data-agent lists the data the Data Agent needs, what it can change and where its data is processed.

Section on the site

Status

Ticket

/products/data-agentAnswers with reasons. Lists your team can act on.

Partly answers it

Add a data access requirements section to /products/data-agent

Who needs it: CTOs and IT or security reviewers checking a vendor (this visitor: Whirlpool Corporation)

What is missing

Which records and fields the Data Agent needs at minimum, and which are optional, are not listed.
Whether it reads only Smart CRM data or also connected systems such as warehouse, ERP or product usage is not stated.
What write access its suggested fixes need, beyond person-approved merges and missing values, is not explained.
Whether data the agent reads is sent outside Hourglass to process answers is not stated.

Where

New section on /products/data-agent, placed after "Answers with reasons. Lists your team can act on.".

Related sections: Reads your records · What the Data Agent can do · Agents that ask. People who decide. · Data syncs
Main topics: Required versus optional data sources · Data from connected systems via Data Hub · Read and write access scope · Where agent processing happens · Link to Agent Hub permission settings

What to do

Confirm with product and engineering which data the Data Agent requires, what it can write, and where its processing runs.
Add the new section listing required and optional data, read versus write scope and processing location.
Link the section to the Agent Hub permissions content and the Data Hub syncs page.

Done when: /products/data-agent lists the data the Data Agent needs, what it can change and where its data is processed.

Answer full page

The Data Agent works from the records your teams already keep in the Smart CRM, and it reads only the data your permissions allow. You decide what it can read and which actions need a person's approval, and you can review everything it does. This page shows how it works and how you set those limits.

Open the answer page ↗

Sections in the answer page	Status
/products/data-agentWhat the Data Agent can do	Answers it
/products/agentsSet what it can read (card)	Answers it
/products/data-agentAnswers with reasons. Lists your team can act on.	Partly answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.

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