Reps and AEs
Prep and follow-up in minutes, not hours.
Pull account history, opportunities, and recent calls. Draft the recap. Update only the CRM fields you approve.
For sales and RevOps
Let AI work on your pipeline. Keep control of what it can do.
Connect AI to your GTM systems while controlling what it can read, change, export, and send. Protect customer data. Prevent unauthorized actions.
Connect AI to your GTM stack
Policy on every request. A record of every decision.
Dtwo evaluates every request before it reaches your systems. Agents can read what they need and change only what you allow. Every decision is recorded.
- Prompt Brief me on Acme before the 2pm.
- Tool call salesforce_query
- Dtwo policy read-only-except-call-notes Read everything, write only call notes
- Decision ✓ Allowed Reads pass. Account and opportunities returned.
- System
Salesforce Request delivered.
- Prompt Export every contact we added this year.
- Tool call hubspot_search_contacts
- Dtwo policy cap-bulk-export No bulk exports
- Decision − Capped Capped at 200 records per read.
- System
HubSpot Request delivered.
- Prompt Find VPs at companies like our last five wins.
- Tool call apollo_people_search
- Dtwo policy apollo/cap-search Search in pages of 50
- Decision − Capped First 50 results per page.
- System
Apollo Request delivered.
- Prompt Add these 120 contacts to the Q4 sequence.
- Tool call apollo_sequence_add_contacts
- Dtwo policy apollo/read-only Search and enrich, nothing else
- Decision ✕ Blocked Blocked. Enrollment waits for a person.
- System Apollo Never reached.
- Prompt Enrich these 400 leads with every field you can.
- Tool call clay_enrich_people
- Dtwo policy clay/cap-enrichment 50 records, 5 data points per call
- Decision − Capped 50 records, 5 data points per call.
- System
Clay Request delivered.
- Prompt Summarize my last two calls with Acme.
- Tool call gong_list_calls
- Dtwo policy no rule matched No rule in the bundle restricts this read.
- Decision ✓ Allowed Read passes. Transcripts summarized.
- System
Gong Request delivered.
- Prompt Move the Fleet renewal to Closed Won.
- Tool call salesforce_update_record
- Dtwo policy read-only-except-call-notes Read everything, write only call notes
- Decision ✕ Blocked Blocked. Deal fields stay human.
- System Salesforce Never reached.
- Prompt Log a note on D. Reyes: security review first.
- Tool call salesforce_log_call
- Dtwo policy read-only-except-call-notes Read everything, write only call notes
- Decision ✓ Allowed The one permitted write. Note logged.
- System Salesforce Request delivered.
AI is powerful when it can work in your pipeline
Chat-only AI still leaves the work to you. Connect AI to your GTM systems and it can research accounts, review deals, prepare follow-up, and update your CRM. Dtwo controls what it can do.
SDRs
Prospect and enrich with live data.
Find, enrich, and prioritize accounts without allowing unauthorized exports, sequence enrollment, or outbound messages.
RevOps and leadership
Set the rules once. Enforce them everywhere.
Control what AI can read, change, export, and send. Require approval for sensitive actions. Record every decision.
See every agent action and why Dtwo allowed, blocked, or redacted it.
See who made the request, which agent and tool acted, what system it reached, and which policy determined the outcome.
Setup
Protect your GTM stack in three steps.
- 15 min · admin
Create your account
- Create your account with your work email.
- Name the workspace after your team, for example acme-gtm.
- Follow the guided setup to create the team's gateway.
- 30 min · admin
Connect your GTM systems
- 5 min · admin
Install the GTM policy bundle
- Open Policy Catalog, then Filters. Under Bundle, pick GTM Stack Salesforce or GTM Stack HubSpot and apply.
- Open each of the six policies and click Use this policy.
- In your gateway's Policies tab, click Add ingress policy for each one, then Deploy.
Deploy with confidence
Good policy unlocks AI adoption.
Free to start. Connect one CRM and one chat tool, try the pre-call brief, and decide from there.