Rules that hold before an action goes out.
Your business checks a proposed action against company rules while it can still be stopped. People and AI agents share the same checks. Exceptions wait for an authorized reviewer.
The check runs the moment the action is proposed, not in a review queue. For the actions that matter most, the doing waits for the knowing.
A small change to a rule changes what can proceed.
Move the approval threshold and see which customer credits would wait for review.
In your workspace, simulation tests a draft or saved rule against available history. It neither activates the draft nor takes the action.
Credits above $500 require approval.
1 of 3 credits would need approval.
A new rule does not rewrite an old decision.
Policy changes create new versions. Earlier decisions keep the rule that applied, the reviewer and the recorded outcome.
Receipts & verificationThe $612 request waited for Maya Okafor’s approval.
Future checks use the applicable rule. This decision keeps its original policy reference.
Before a rule goes live.
How do we write a policy?
Describe the action, the conditions and when approval is needed. The draft is checked for duplicate or conflicting rules before it is saved. Wording that cannot be interpreted safely must be resolved before the rule can take effect.
Can we bring in our existing policy documents?
Upload a document, then review and confirm the rules you want to adopt. Each rule is checked for duplicates and conflicts and keeps a link to the document it came from. Uploading alone does not put any rule into effect.
What does policy simulation show?
A simulation shows which past requests a draft or saved rule would have held or denied, and why. It can use up to 90 days of available history, so gaps in the record limit the result. It does not take actions or activate the draft.
Who reviews a held action?
An authorized reviewer sees the request, the rule and the reason it was held. The decision and the person who made it stay on record. Approval does not remove other required checks or expand what the person or agent is allowed to do.
Do the same policies apply to people and AI agents?
Yes, people and agents face the same company rules for the actions you send through checks. An agent can have narrower authority, but it cannot do more than the company permits.
What happens when a policy changes?
The change creates a new version, with a record of who changed it. Earlier decisions keep the rule that applied at the time. An authorized person can also turn a policy off, turn it back on or archive it.
What if a required check cannot be completed?
When a required check cannot be completed, the action stays held. The record explains what needs to be resolved.
Start with the action your business cannot afford to get wrong.
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