Control and approvals
Hand off the work. Keep the say-so.
- 01We agree what Savi may do, before any live work.
- 02You approve the decisions that need you.
- 03You can pause the workflow whenever you need to.
Permission belongs to the action.
Reading an invoice, drafting a reply, and sending it are separate permissions, each with agreed records, recipients, and limits.
Silence doesn’t give permission.
An unanswered approval stays unapproved. More independence for routine work needs your explicit decision.
You can stop it.
We agree how to pause and restart before launch. Revoking access stops further actions but doesn’t undo completed work. Security and data →
See the full permission levels
1 · ReadCheck an approved policy or recordLimited to agreed sources
2 · PrepareDraft a reply or compare documentsKept ready for review
3 · Update internallyApply an agreed category to a recordAllowed fields and rules defined
4 · Act externallySend a message or publish approved contentNeeds the agreed approval
5 · High consequenceMove money, delete records, or send in bulkOutside standard scope unless separately agreed
Where a system can’t support a suitable boundary, we narrow the job or choose a different approach. The activity record shows each item’s sources, action, approval, and outcome.
Put clear limits around a useful job.
Create Your AgentTell us the job. We handle the setup.
No payment until after we agree on the plan.Prefer to talk it through? Schedule a Call with Josh
No payment until after we agree on the plan.Prefer to talk it through? Schedule a Call with Josh