The AI layer

• Does the AI layer respect permissions?Yes. Every query the AI layer makes passes the same row-level security as a human query, so it cannot surface anything you could not open yourself.
• How are external client conversations handled?They are attached to a CRM record rather than a mailbox, so email replies and in-workspace threads land in the same conversation.
• What does the personal agent actually remember?Your projects, your accounts and your previous questions. Memory persists between sessions, so you do not re-explain context.