Editorial
Writing
Research-backed stories and practical guidance on AI adoption, tools, costs, and the work of putting them into production.
Passkeys vs Password Managers at Work: What Each One Solves
Passkeys and password managers are complements for many teams. Here is the business decision, the recovery trap, and a realistic rollout plan.
Thomas Bennett · October 9, 2026
15 AI Vendor Security Questions to Ask Before Connecting Company Data
A buyer’s question set for the exact AI service, plan, and connector—not a generic certificate hunt. Includes what to ask, what evidence to keep, and when to stop the pilot.
Dara Keating · October 9, 2026
Tabnine vs GitHub Copilot: Choose the Code Boundary First
For teams with sensitive code, deployment and data rules can settle the shortlist before completion quality. Compare the two on the same reviewed engineering task.
Gary Stanton · October 6, 2026
Zendesk AI Pricing: Count Resolved Work, Not Deflected Tickets
Zendesk includes AI agents in its support plans, but seat fees and resolution usage are separate decisions. Build a budget from real customer outcomes and the account model you actually have.
Gary Stanton · October 6, 2026
Fireflies.ai Pricing: Check Storage, Access, and Consent
A meeting assistant is more than a seat price. Compare Fireflies plans against storage, recap access, recording rules, and the meetings your team actually wants captured.
Thomas Bennett · October 5, 2026
Power Automate Pricing: Price the Person, Process, and Machine
Microsoft’s three headline Power Automate plans license different things. Map your flows, builders, and unattended runs before calculating the bill.
Riley Morgan · October 5, 2026
Coupler.io Alternatives: Choose by the Reporting Job
The useful Coupler.io comparison starts with where data must land, who will maintain it, and what happens when a refresh fails.
Jules Marchetti · October 5, 2026
When an AI Agent Goes Wrong: Stop, Trace, Repair
A failed agent run may leave real messages or record changes behind. Use a named stop, an action ledger, and a repair owner before allowing it to restart.
Dara Keating · October 3, 2026
AI Agent Approval Matrix: Decide What It May Do Before It Runs
An agent can read, draft, send, and change records. Give each action a named owner, a permission boundary, and a review rule before connecting it to live work.
Dara Keating · October 3, 2026
How to Replay Historical Leads Before You Change Routing Software
A fair lead-routing test needs arrival-time records and an answer key set before vendor results appear. This guide shows how to build the sample, judge conflicts, and compare routes.
Priya Subramanian · October 1, 2026
AI Lead Routing Rules: Who Owns the Customer When Scores and Territories Disagree?
AI can rank a lead without settling who owns the customer. Set a rule order for existing accounts, territories, and specialists before a score changes the handoff.
Dara Keating · October 1, 2026
The Lead Routing Exception Queue: Catch the Assignments a Dashboard Misses
A lead can have an owner in the system and still have no one able to act. Build an exception queue around eligibility, age, and recovery before adding smarter routing.
Dara Keating · October 1, 2026
Give Your Copilot Agent More Tools Safely
How a beginner can ask for the right permissions, improve an agent’s instructions and tests, add one useful tool, and keep a person in control of consequential actions.
September 28, 2026
Build Your First Microsoft Copilot Agent, One Folder at a Time
A beginner walkthrough for a private policy-finder agent: pick one job, write clear instructions, add approved knowledge, test hard questions, and share carefully.
September 28, 2026
Microsoft Copilot for Beginners: Your First Useful Week
Start with three real jobs, copyable prompts, and a simple way to check the answers. You can get useful work done before building an agent or adding tools.
September 28, 2026
A Safe Claude Cowork + Salesforce Pilot: Private Data and Review Controls
A practical rollout for sales leaders and administrators: data boundaries, connector permissions, approval points, audit checks, and measures before scaling.
September 28, 2026
Keep Salesforce Current with Claude Cowork: Tasks, Alerts, and Follow-ups
Use Claude to surface missing next steps and draft follow-ups, while Salesforce Flow enforces the repeatable rules and owners approve consequential changes.
September 28, 2026
Claude Cowork and Salesforce: Set Up the Right Connection First
A step-by-step guide to Salesforce in Claude, Salesforce hosted connectors, permissions, and the difference between reading a deal and changing it.
September 28, 2026
Voice AI Can Now Work Across Apps. A Service Team Still Needs a Recovery Plan.
New live voice models and connected-app controls make longer service tasks feasible. The operator’s test is resolution, escalation, and a clean recovery when the spoken request goes wrong.
Thomas Bennett · September 24, 2026
ChatGPT for Word Is Arriving by Default. Decide Who May Use It Before October 1.
ChatGPT for Word can draft and revise inside the document. The practical decision is which files, users, approvals, and costs belong inside that new path.
Priya Subramanian · September 24, 2026
AI Lead Routing Performance: Compare the System, Not the Demo
Lead-routing products look similar in a demo. The differences appear under dirty data, owner changes, capacity limits, and exceptions. Use this seven-metric replay test before choosing one.
Dara Keating · September 21, 2026
ChatGPT for Financial Services Changes the Data Contract, Not the Review Duty
OpenAI is putting licensed financial data, citations, models, and client-ready artifacts in one workspace. That removes integration work—and creates a procurement decision bigger than an AI seat.
Pete Callahan · September 21, 2026
Agents Are Not Automations: The Decision That Saves Ops Teams Six Months
Operations teams are deploying AI agents using automation logic—and breaking their systems within weeks. The fix isn't better tools. It's understanding where agents belong in your stack.
Jules Marchetti · September 15, 2026
One writer, one editor, one claims list
Most writing stacks fail by buying three generators and no editor. Pick one model for drafts, one layer for cleanup, and a list of words Legal will not sign. Everything else is a subscription looking for a job.
Gary Stanton · September 11, 2026