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Operator AI
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    • Overview
    • What is Operator AI?
    • Set up your Operator
    • Launch your first workflow
    • Overview
    • Your Morning Brief
    • Talking to Operator
    • Using voice with Operator
    • Reviewing suggested actions
    • Approve, edit or skip an action
    • Overview
    • Lead response
    • Morning Brief
    • Meeting follow-up
    • Inbox and communications triage
    • Customer health and renewals
    • Finance handoffs
    • Overview
    • How integrations work
    • Email and calendar
    • Messaging
    • CRM and customer records
    • Files and documents
    • Current page: Overview
    • How approvals work
    • Changing autonomy rules
    • Sensitive actions
    • Reviewing Operator actions
    • Overview
    • How Operator accesses your data
    • Managing permissions
    • Workspace isolation
    • Reviewing activity and audit history
  1. Guides
  2. Approvals & Autonomy

Approvals and autonomy

Operator prepares. People decide.

Decide what Operator can prepare, what can move automatically and which actions stay behind a human checkpoint.

  1. Prepare→
  2. Evaluate risk→
  3. Approve when required→
  4. Execute

Featured guides

How approvals work

The checkpoint between prepared work and executed work.

4 min read

Changing autonomy rules

Loosen the leash one action type at a time, based on evidence.

4 min read

Sensitive actions

The action types that should stay behind a human checkpoint.

3 min read

All guides

Reviewing Operator actions

Every action, with its reasoning attached, stays reviewable after the fact.

3 min read

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Product

  • Morning ritual
  • Operator Room
  • Voice
  • Integrations

How it works

  • Workflow
  • Control and trust
  • Outcomes
  • Pilot

Company

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Trust

  • Security and privacy
  • Approvals and control
  • How data is accessed

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