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Agent control

You decide what it does alone and what it asks first.

Choose which actions the agent takes on its own and which wait for your approval, test changes in a draft before publishing, and let your team take over any conversation. The AI does the work, but the rules are yours.

  • Reminders, orders and calendar changes: automatic or with approval
  • Changes in a draft before you publish them
  • Handoff to a person always available
Book a demo See how it works
Reminders, orders and calendar changes: you choose whether they're automatic or need approval.
3 actions
Edit without affecting customers, and discard what you don't want before publishing.
Draft first
The AI steps away when your team replies from the WhatsApp Business app, Instagram or Messenger.
15 minutes

Approvals

What needs your sign-off lands in one place

When an action requires approval, it shows up in AI Activity with its context. You approve or reject it right there. And if the AI is unsure when evaluating a reminder, it asks for approval even if reminders are set to automatic.

  • Views: needs attention, approvals and agent tasks
  • Each request with the conversation's context
  • Uncertain reminders always ask for approval
How your agent works

When a person steps in

Your team steps in without fighting the AI

Handing the conversation to a person is always available and needs no approval.

Ask for a person

The customer asks to talk to someone

The agent records the request, leaves a note in the CRM and emails the owner. Until someone replies, the AI keeps helping so the customer isn't left waiting.

Human handoff flow

Take over

You reply and the AI steps aside

With “I reply” in the inbox, the AI leaves that conversation until you hand it back. If you reply from the WhatsApp Business app, or on Instagram or Messenger, it steps away for 15 minutes, then picks back up on its own.

Inbox & CRM

Pause

Pause the AI whenever you need to

Pause the AI in one conversation or across your whole business, for example during a special promotion or a catalog change, and resume it afterwards.

How to pause and resume an agent

Publishing

Change it in a draft and publish when you're ready

The workflow, the voice and the information the agent uses are edited in a draft and reach your customers when you publish. Before publishing, you review the pending changes and can discard them. Channel, ability, governance and model settings apply immediately.

  • Draft separate from the live version
  • Review or discard pending changes
  • Readiness check before activating
How to publish and activate an agent

Safe by design

Rules the AI can't skip

Prices, stock and payment links come from your system, never from the model. At each step of your workflow the agent only has that step's tools, and every action passes a rules check before it runs.

AI agent
  • Tools limited per workflow step
  • A rules check on every action that writes data
  • Prices and payment links always from your catalog and Stripe

Before you let it work alone

What people ask about control

  • Which actions can require approval?

    Customer reminders, order creation and calendar changes. Each can be automatic within limits or wait for your approval.

  • Does handing off to a person need approval?

    No. Handoff to a person is always available.

  • Does the AI go quiet when the customer asks for a person?

    Not right away: it keeps helping until someone on your team takes control in the inbox (it pauses until you hand it back) or replies from the WhatsApp Business app, Instagram or Messenger (it steps away for 15 minutes).

  • Can I undo a change before publishing it?

    Yes. Until you publish, you can discard pending changes. If you already published it, fix it with a new change and publish again.

  • When do my changes apply?

    Channels, abilities, governance and model apply immediately. Workflow, voice and knowledge, when you publish.

  • How do I find out if someone asks for help?

    You get an email and the request is noted in the CRM.

Keep exploring

What connects to agent control

Questions about agent control

Can I review what the AI does before it does it?
Yes, for reminders, orders and calendar changes: set them to “requires approval” and each request arrives in AI Activity.
How do I hand a conversation to a person?
The customer asks, or your team takes over from the inbox. When someone asks for a person, the owner gets an email and a note is left in the CRM.
Does the AI reply again after I step in?
If you replied from the WhatsApp Business app, or on Instagram or Messenger, yes: it picks back up on its own 15 minutes later. If you took control in the inbox, it returns when you hand it back.
Can I switch the AI off for a while?
Yes. Pause it in one conversation or across your business and resume it whenever you want.
Do customers see changes while I test them?
No. Workflow, voice and knowledge are edited in a draft and only reach customers when you publish.
What happens if the AI is unsure?
For reminders, an uncertain AI evaluation always asks for approval, even in automatic mode. And handing the conversation to a person is always available.

Start today

Let the AI work, on your terms

In a 20-minute call we set up with you what the agent does alone and what it asks you first.

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