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The Policies tab controls what Logic AI can and cannot do in your org. This is where you define tool permissions, per-call limits, approval requirements, and which models users can pick.

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How Policies Work

Logic AI uses a layered policy system:
  1. Org default — Applies to every chat user
  2. Per-user overrides — Take precedence over the org default for individual users
When a user starts a chat, Logic AI resolves their effective policy by checking for a user-specific override first, then falling back to the org default.

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Tool Permissions

Tools are grouped into Reading data, DML, and Utilities. Each tool can be individually toggled on or off:
ToolWhat it doesDefault
SOQL queryRun read queries against any objectEnabled
Get recordRetrieve a single record by IDEnabled
Describe objectInspect object schema and fieldsEnabled
Create recordCreate new recordsDisabled
Update recordModify existing recordsDisabled
Delete recordDelete records (sends to Recycle Bin)Disabled
Mass create recordsBulk-create multiple recordsDisabled
Mass update recordsBulk-update multiple recordsDisabled
Mass delete recordsBulk-delete multiple recordsLocked — contact Logicfold
Generate CSVBuild a CSV file and attach it to the chatDisabled
Generate PDFCompose a formatted report in the side panelDisabled
SOSL searchSearch a term across multiple objects at onceEnabled
Send emailSend an email on the user’s behalfEnabled (approval required)
Send notificationSend a Salesforce custom notificationEnabled
Post to ChatterPost an update to a record feed or groupEnabled
Run reportRun an existing report and return resultsEnabled
Create reportBuild a new report definitionEnabled
Invoke Apex actionCall an invocable Apex actionEnabled
Invoke FlowLaunch an autolaunched FlowEnabled
Disabling a tool removes it from Logic AI’s available actions entirely — it won’t suggest or attempt to use it.

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Per-Call Limits

Some tools expose a Max per call limit:
  • SOQL query — maximum rows returned (default 50, up to 2,000)
  • Mass create / update / delete records — maximum records per operation (default 200, up to 10,000)

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Approval Requirements

Write tools can require the user to approve the action in-chat before it runs:
  • Create record / Update record / Mass create / Mass update — approval is configurable (toggle “Needs approval”)
  • Send email — approval is required by default (configurable); Logic AI shows the recipients, subject, and body before sending
  • Delete record / Mass delete records — approval is always required and cannot be turned off

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Model Allowlist

The Models section controls which Anthropic models the chat model picker exposes. Toggle individual models on or off. Leaving all models on means no restriction (users see the full picker).

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Per-User Overrides

Below the org default, every user assigned the Logic AI User permission set is listed (admins are excluded). Click a user to open their override editor, where you can:
  • Enable or disable individual tools just for that user
  • Adjust their per-call limits and approval requirements
  • Restrict the models they can pick
Each user shows whether they inherit the org default or are customized. Use Revert to default to clear a single user’s override, or Revert all to default to clear every override at once.