Trust is earned when every action has a gate, a witness, and a fallback.
This is the governance page. It should feel like a review pack for a buyer who wants to inspect the operating model before they let AI touch revenue workflow.
Core questions
Review the control ledger the same way a security-conscious buyer would.
Action
Draft a first-touch follow-up
Gate
Approved proof blocks only for enterprise accounts
Visibility
Operator sees prompt context, draft, and reviewer notes
Fallback
Escalate to AE owner if confidence drops or proof is missing
Action
Switch channel after no reply
Gate
Only if the account allows WhatsApp fallback
Visibility
Timeline records why email paused and why fallback was selected
Fallback
Return to waiting state if fallback policy is blocked
Action
Route a positive reply
Gate
Conversation intent and owner map must be present
Visibility
Inbox state changes to needs reply with named owner and SLA
Fallback
Route to manual triage if intent is ambiguous
Buyers should leave the review knowing what runs, what is blocked, and how the team intervenes.
We walk through gates, visibility, and fallback behavior against your actual workflow before asking anyone to trust the automation.