AI proposes. You approve.
Every AI action enters a governed approval queue with tiered routing and 24-hour rollback.
Approval Gate
Governed by design
Proposed Action Queue
AI suggestions await approval with full Entity 360 context and evidence links.
Impact Preview
See which records and tools will change before you approve.
Confidence Scoring
Tunable by team and signal type — you control the threshold.
Edit Before Execute
Modify AI drafts before the Approval Gate allows execution.
Tiered Approvals
Right person. Right authority.
| Tier | Who | What | Impact |
|---|---|---|---|
| Tier 1 | CSM | Routine updates, standard emails | < $1K impact |
| Tier 2 | Manager | Escalations, contract changes | $1K – $10K impact |
| Tier 3 | VP / Executive | Strategic actions, pricing changes | > $10K impact |
Twin Trigger Scoring
When signals warrant action
Informational
Background monitoring. Changes logged, no action surfaced.
Watch
Surfaced in Morning Brief for awareness.
Critical / Action Required
Immediate notification with Proposed Action generated.
Twin in Action
Your AI copilot. Always current.
Always-Current Context
Real-time representation of your entire work context from one screen.
Live Synchronization
Updates appear as they happen — no manual refresh needed.
Context Persistence
Survives refreshes and device switches. Never starts from scratch.
Action Library
What the Twin can do
Communication Actions
- Email drafting with tone adjustment
- Slack message composition
- Meeting agenda generation
Data Update Actions
- CRM field updates with rollback
- Health score adjustments
- Opportunity stage progression
Task Creation
- Ticket creation with Spine context
- Auto-assignment by workload
- Due date recommendation
Document Generation
- QBR decks from Account 360
- Renewal proposals with analytics
- Executive briefs with KPIs
Safety Mechanisms
Guardrails at every layer
Department-Scoped Access
AI cannot access unauthorized departments. Enforced before any action surfaces.
Immutable Audit Trail
Append-only log of every approval decision. Timestamped and traceable.
Emergency Override
Traceable exception handling with mandatory governance logging.
Emergency Controls
Pause. Override. Rollback.
Pause Twin
Instant suspension of all proactive suggestions.
Override with Audit
Force-execute with mandatory justification entry.
Rollback Interface
24-hour window to reverse any approved action.
AI that works with you, not for you.
Full governance. Full auditability. Full rollback.
Approval Deep Dive
Five gates between AI and action.
Scroll to explore how every AI suggestion passes through governed human review.
Evidence Review
Every suggestion shows its reasoning
Before you approve anything, see the source data, confidence score, and contributing signals. No black-box decisions.
Governance Architecture
Ten safeguards. One approval surface.
Every governance capability converges into the Govern Gate — your control layer.
Govern Gate
Non-bypassable human approval on all AI actions.
Evidence Panel
Source data and confidence on every suggestion.
Routing Engine
Impact-based escalation and multi-approver flows.
Twin Scoring
0-100 confidence with historical accuracy tracking.
Audit Log
Immutable record of every decision and outcome.
Rollback Engine
Reverse any action within 24 hours.
Risk Flagging
Low-confidence suggestions auto-flagged for review.
Bulk Review
Portfolio-wide action review in one queue.
Access Control
Role-based approval permissions per action type.
Identity Verification
Multi-factor approval for high-impact actions.