Integrations

Controlled Actions

Controlled actions let agents move work into business systems while keeping the right human approval points.

Action Types

• Create or update tasks
• Draft CRM notes or ticket comments
• Route requests to the right owner
• Prepare approved messages for sending

Approval Rules

Define which actions can be suggested, which can be queued, and which require explicit approval before the agent writes to a tool.

Audit Context

Keep source references, reviewer decisions, timestamps, and exception reasons with the action record whenever the workflow requires traceability.