Governed Actions — Execute 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.
After the customer explains their problem, Governed Actions close the loop in-conversation.
- Reply to customers
- Log tickets
- Escalate to another team
- Process refunds
- Update orders
- Resolve issues in-conversation
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.
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 refund, order change, or update. AI identifies the action.
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 refund, confirms outcome — in-conversation.
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 — connected to PMS. VIPs escalated.
Compliance-first operations
Transaction disputes, card controls, account verifications — fully auditable, every gate enforced, every outcome defensible.
When a conversation becomes a case, it flows straight into the built-in service desk →
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
Stop routing customers to other systems. Resolve everything inside the conversation.
+25% recovered orders. Refunds, exchanges, account changes — in-conversation.
30-minute personalised walkthrough. No slides, no pressure.