Actions inside the conversation. Not after it.
Order status, returns, discounts, account changes — inside the conversation, governed by your rules.
Most platforms reply to customers. This one resolves their issues.
What happens after the customer explains their problem? Governed Actions close the loop — inside the conversation, within your rules.
- Reply to customers
- Log tickets
- Escalate to another team
- Process refunds
- Update orders
- Resolve issues in-conversation
Execute business operations. Governed by your rules.
Every action is controlled, auditable, and reversible. Your team sets the 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. Your team defines thresholds. The 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 and change them anytime. No code needed.
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 can execute which actions. Different roles, different permissions.
See it in action
Governed Actions — real-time execution with approval gates.
Request → Validate → Execute → Log
Every action follows the same governed path. No shortcuts. No blind spots.
Action requested
Customer needs a refund, order change, or account update. AI identifies the required action from the conversation.
Rules checked
Validates against your rules — refund limits, eligibility, approval thresholds. Within bounds? Proceeds. Not? Escalates.
Action executed
Runs in your connected system — CRM, OMS, payment processor. Customer gets confirmation in-conversation.
Everything logged
Who requested it, what was checked, who approved, what executed, the outcome. Searchable and exportable.
See governed actions in your workflow
Every action documented, auditable, and secure. See it live.
Resolution, not just conversation
Real examples of how Governed Actions turn conversations into resolved outcomes — inside every industry.
Returns and refunds — resolved instantly
AI checks eligibility, processes the refund within defined limits, confirms the outcome — all in-conversation. No escalation for routine cases.
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.
Guest request fulfilment
Room upgrades, late checkout, reservations — governed actions connected to your PMS. VIP requests escalated to the right person.
Compliance-first operations
Transaction disputes, card controls, account verifications — every action logged, every gate enforced, every outcome defensible.
When a conversation becomes a case, the ticket is already there.
Tickets created from conversations automatically — full context, SLA tracking, direct link back.
- One-click or automatic ticket creation from conversations
- Full context attached: channel, messages, customer profile, AI analysis
- Category-based routing to the right team
- SLA tracking with priority levels and breach alerting
- Internal team comments invisible to the customer
- Direct link back to conversation for seamless follow-up
Service Desk — Tickets
12 open · 4 in progress · 156 resolved today
Built for industries where every action is scrutinised.
Every action logged, approval gates enforced, compliance evidence always available.
- Every action logged with timestamp, actor, outcome, and 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
- Anomaly detection flags unusual patterns automatically
Stop routing customers to other systems. Resolve everything inside the conversation.
Teams using Governed Actions achieve +25% recovered orders by executing refunds, exchanges, and account changes without leaving the chat.
30-minute personalised walkthrough. No slides, no pressure.