Approvals
Agents fill every seat and act, and only the action classes and amounts you approve wait for you.
An Agent fills every seat and acts. You approve by action class and amount, and nothing else waits for you.
Five action classes
Every Verb that spends, signs, publishes, prices or sends carries its actionClass. A Role contract names the classes its Actions ask you for, each optionally above an amount in USD.
| Action class | Covers | The agent in this seat asks you first |
|---|---|---|
spend | Money leaving the Startup: a payment, a refund, a payout, a bill, a raised Limit. | Founder above $5,000, Customer Lead above $50, Finance Lead above $2,500 |
sign | A binding commitment: an Agreement, a filing, an issued Share or Instrument, a sale of the Startup. | Contracts Manager above $50,000, Recruiter |
publish | Something going live to the public: the Startup, a Site, an App, an Offer, Content or a Post. | Founder, Engineering Lead, Content Lead |
price | A price a buyer sees: a Price, a Quote or a proposed Deal. | Sales Lead above $25,000 |
send | A Message to many people at once: a broadcast or a Sequence. | None by default. |
Each amount belongs to one seat. The agent in the Customer Lead seat asks before a refund over $50, and the agent in the Founder seat before spending over $5,000.
An Action in a class the seat names waits as an Approval. You approve it, refuse it or change it, and the agent carries on.
To hold every agent to one amount, ask once. Approve what agents spend puts a $500 monthly Limit on each, and spend above it waits for you.
Set what asks you
A rule is one class and an optional amount. At or under the amount the agent acts; above it, the Action waits for you. A rule with no amount sends every Action of its class to you.
| Rule | What waits for you |
|---|---|
spend above $2,500 | Each payment, refund, payout or raised Limit over $2,500 |
sign above $50,000 | Each Agreement worth more than $50,000 |
publish | Each launch, Site publish, App release, Offer and post |
price above $25,000 | Each proposed Deal or Quote over $25,000 |
send | Each broadcast to an Audience |
To change a rule, ask your agent ("ask me before any refund over $50") or edit the seat's approvals in its Role file. Each change is a Decision on the record.
What always comes to you
- An Action in a class a seat's contract names, above its amount.
- An Action above any seat's Limit or outside its Mandate.
- An act the law reserves to a credentialed person, as a Reserved Act.
- Accepting revenue-based financing, which only the owner of record may do.
One thing never asks: a customer's call past an Offer's bound. Each Offer declares atBound (stop, overage or upgrade), so the answer exists before the call arrives.
Bounds on every seat
| Bound | What it decides | Read |
|---|---|---|
| Permission | Which Verbs the seat may call at all | What a seat may call |
| Limit | How much: an amount, a count, a period | Spend and authority |
| Mandate | What it may do without asking, for whom, until when | Spend and authority |
| Delay window | A one-way call waits so any watcher can stop it | Delay windows |
| Approval | A call in an approved class, or over a Limit, waits for you | Escalation and approvals |
| Stop | Any agent, Team or every customer-facing agent pauses in one call | Pause and replace |
Guides: approve what agents spend, let the support agent refund up to $50, or pause every customer-facing agent.