Governed Actions — Execute Inside the Conversation, Not After It

Order status, returns, discounts, account changes — inside the conversation, governed by your rules.

Statistics

• 2–3x Conversion lift
• +40% CSAT improvement
• 100% Audit coverage
• < 4s Action execution

Governed Actions

Live · 47 actions today

Monitoring

• Return approved
  Order #78932 · $89.99 refund to original payment
• Auto-approved
  Under $100 threshold · No approval required
• Delivery rescheduled
  Order #81204 · New date confirmed with carrier
• Auto-approved
  Standard action · Carrier API integrated
• Partial refund
  Order #79341 · $240.00 · Damaged item claim
• Pending approval
  Over $200 threshold · Manager approval required
• Account upgrade
  Customer #4821 · Upgrade to VIP tier
• Auto-approved
  Loyalty score > 85 · Auto-eligible
• Discount applied
  Customer #5102 · 15% retention discount
• Pending approval
  Discount > 10% · Supervisor approval required

All actions logged · Full audit trail

Core Capabilities

Execute business operations. With full control.

Every action is controlled, auditable, reversible. You set boundaries — the platform enforces them.

Connected to your systems

Actions execute in your existing systems — CRM, OMS, payments, ERPs. No middleware. No manual entry.

Approval gates

Sensitive operations require manager sign-off. You define thresholds. Platform enforces them.

Full audit trail

Every action logged — who, what, when, outcome. Searchable, exportable, compliance-ready.

Configurable rules

Refund limits, discount caps, escalation triggers — set guardrails, change anytime. All visual.

In-conversation resolution

Issues resolved during the conversation — not after three escalations and a follow-up email.

Role-based access

Control which agents and AI execute which actions. Different roles, different permissions.

Request → Validate → Execute → Log

Every action follows the same governed path. No shortcuts. No blind spots.

1. Action requested

   Customer needs refund, order change, or update. AI identifies the action.

2. Rules checked

   Validates against your rules — refund limits, eligibility, approval thresholds. Within bounds? Proceeds. Not? Escalates.

3. Action executed

   Runs in your connected system — CRM, OMS, payment processor. Customer gets confirmation in-conversation.

4. Everything logged

   Who requested it, what was checked, who approved, what executed, the outcome. Searchable and exportable.

Use Cases

Resolution, not just conversation

Real examples of how Governed Actions turn conversations into resolved outcomes — inside every industry.

Ecommerce

• Returns and refunds — resolved instantly AI checks eligibility, processes refund, confirms outcome — in-conversation.

Retail

• Order modifications at scale Address changes, delivery reschedules, item swaps — handled by AI within OMS rules. High-volume ops that used to need agents now resolve autonomously.

Hospitality

• Guest request fulfilment Room upgrades, late checkout, reservations — connected to PMS. VIPs escalated.

Financial Services

• Compliance-first operations Transaction disputes, card controls, account verifications — fully auditable, every gate enforced, every outcome defensible.

Governance & Compliance

Built for industries where every action is scrutinised.

Every action logged, approval gates enforced, compliance evidence always available.

• Timestamped records — actor, outcome, and full approval chain
• Configurable approval gates — by value, type, segment, or channel
• Role-based access control for action execution
• Exportable audit reports for compliance reviews
• SLA tracking on pending approvals
• Pattern monitoring helps surface unusual activity

Audit Log

Full history · Exportable