Every platform calls itself all-in-one. Here is the honest version: what you genuinely save by consolidating, what you give up, and the situations where staying on separate tools is the better call.
Giving an AI assistant access to real customer data is a genuine decision, not a feature toggle. Here is the setup that keeps it useful and defensible: least privilege, human in the loop, and the one risk most people miss.
The fear is always the same: that something breaks and customers notice. Here is what actually moves, what usually goes wrong, and how to sequence it so there is never a day when nothing works.
