Key takeaways
- The line: Anything that goes out in your name, or changes a customer's record, waits for a person to approve it.
- Why we build it this way: Your customers are talking to your business, not to our software.
- You decide where the line sits: Different teams need different rules.
Every product we build uses AI to do the routine part of a job. Relay drafts the review reply. Momentum writes the follow-up. Roster lines up the shortlist. That work used to take hours, and now it is waiting when your team arrives.
But we draw a line, and we draw it on purpose.
The line
Anything that goes out in your name, or changes a customer's record, waits for a person to approve it. The AI prepares. Someone on your team decides.
Why we build it this way
Your customers are talking to your business, not to our software. A reply to an angry review, a quote to a new lead, a decision about who gets the role: each one carries your reputation. The person who approves it knows things the software does not, about the customer, the history and the mood in the room.
It is also how trust gets built inside a team. People adopt a tool faster when they can see what it is about to do and stop it if it is wrong.
You decide where the line sits
Different teams need different rules. A support team might approve every reply. A sales team might let routine follow-ups go and review anything with a price in it. You set the rules, and you can move them as you learn what the software gets right.
What this means in practice
- Drafts are ready before your team starts the day.
- Every send has a name next to it.
- Every action is on record, so you can see who approved what and when.
The software should make your people faster. It should not make the calls that belong to them.