Approvals on, day one
A new agent doesn't act. It proposes. Every action waits in the Agent Inbox with the context attached, and nothing touches your customers or your books until you tap approve.
- EMAILRefund request over policy limit, $220Approve
- ERPVendor changed payment detailsApprove
- CRMDiscount above 15% requestedApprove
Earning the leash
You set how many successful runs a task takes before it goes off on its own. The routine graduates; judgment calls never do. An uncertain or risky action always stops and asks, no matter how long the track record.
- Invoice #2214 — Alvarez patio Sent
- Quote follow-up — Marchetti courtyard Running
- Nursery reorder — 40 flats salvia Running
- Site-visit reminder — Tuesday 9:00 Queued
Corrections that stick
Fix something once and the fix lands in the documentation, not in a chat that scrolls away. The process is the memory: every future run follows the corrected version exactly.
“When a quote is approved, invoice the deposit, add the job to Thursday’s route, and text the client a confirmation.”
✓ Ready · uses QuickBooks, Calendar, SMS
The log is yours
Every action an agent takes is logged and auditable: what it read, what it did, what it asked before doing it. Your data trains no outside AI models and never leaves the walls.
- Trains outside modelsNever ✓
- Leaves your wallsNever ✓
- Agent action log1,204 entries · auditable