Show
AI-active, Copilot, human-only, and handover states keep ownership legible.
Your business.
Your control.
Useful context. Visible ownership. Accountable action.
◉
Limit
Conversation autonomy and accounting authority are independently controlled.
Record
Mutations leave an audit trail; posting follows the same ledger logic as the UI.
Set the limits.
ControlWhat it doesStatus model
Company isolation
Every query and agent session is scoped to one company context.
ALWAYSChannel autonomy
Auto, Copilot, and None make reply authority visible per support workflow.
SELECTABLEHuman handover
Pauses automation and transfers the complete conversation context to a teammate.
AVAILABLEKnowledge boundary
System prompts, FAQs, and active skills define what the support agent may use.
CONFIGUREDWrite permission
Allows contacts, products, accounts, and draft documents to be prepared.
OPT INPosting permission
Allows ready or void status changes that affect the ledger.
EXPLICITAudit trail
Records agent-driven mutations with their channel and company.
RECORDEDSALES INVOICEIV-02481READY
→JOURNAL
Accounts receivable12,400.00
Revenue12,400.00
BALANCEDOne trusted ledger.
One posting path. Ready-only reports. Balanced journals.
Built-in safeguards.
Visible handover
A person can take ownership without losing the customer thread or context.
Hashed credentials
API keys are stored as hashes and plaintext is returned only at creation.
Short-lived access
OAuth access tokens are time-limited; refresh tokens remain hashed.
Money without floats
Monetary values are held as integer sen to avoid precision drift.