Human approval
Safety boundary
The assistant prepares. The business approves.
The first version should reduce manual work without letting automation make promises, prices, bookings, or sensitive decisions without review.
Good first actions
Useful automation does not need to be reckless.
AI can ask questions, summarise needs, draft replies, create task records, and alert the owner. Final bookings, quotes, promises, and sensitive changes should remain approved at launch.
- Customer-facing replies reviewed first
- Pricing and discounts approved
- Sensitive data access limited
- Fallback path for uncertain cases
- Test examples before launch