Platform · Governance

AI runs the work, your team stays in command

You decide what the AI can do on its own. Everything else stops and waits for a person to approve it. Every action is logged with a full trace.

Waiting on your approvalrefunds over ₹5,000
Sage would like to make 3 changes
Refund ₹6,200 to order #4821
Apply a 15% retention discount
Send WhatsApp confirmation to the customer
Looks good, go aheadDon’t
It asks before it acts, where you haven’t granted trust

Autonomy per workflow

Each workflow starts in review, earns assist, then runs autonomous. Trust is granted where it's proven, not all-or-nothing.

Approvals and escalations

When a call needs judgment or crosses a limit, the agent hands off to your team with full context and waits.

Full observability

Every decision is traced and every action auditable. AI and human performance measured in one place.

Autonomy

You decide what the AI does on its own

Every workflow starts in review mode: the AI drafts, you approve. When its track record convinces you, promote that workflow to run on its own. You can demote it again in one click.

  • Autonomy is set per workflow, not for the whole agent
  • Its full track record is visible before you promote
  • Nothing runs autonomously until you say so
Autonomy · per workflowSupport agent

Order status and tracking

Promoted 3 weeks ago · 2,140 runs clean

Autonomous

Returns and exchanges

Promoted last week · 312 runs clean

Autonomous

Refunds over ₹5,000

Pauses for a named approver

Needs approval

Winback campaigns

Every draft reviewed before send

In review
Promote or demote in one clickchanges logged
Trust is earned per workflow, never all at once
Approvals

Big moves wait for a human

Large refunds, bulk sends, and policy exceptions stop and wait for approval. The AI shows you exactly what it wants to do and why. Nothing happens until you say yes.

  • You set the limits, like refunds over ₹5,000
  • Each request shows the plan and the reason behind it
  • Approve from the dashboard or from Slack
Waiting on your approvalbulk sends
Ananya would like to run a campaign
Send the June winback to 1,840 lapsed customers on WhatsApp
Apply the approved 10% comeback offer
Schedule for tomorrow, 10:00 AM · projected reach 92%
Looks good, go aheadDon’t
Nothing big moves without you
Audit

Every action has a paper trail

Each action records what triggered it, which policy checks ran, and who approved it. When someone asks why a refund went out, the full answer is one click away.

Audit trail · refund #R-2481Complete
  1. Triggered by ticket #4821 · damaged item claim2:39 PM
  2. Policy check · refund window and photo proof passed2:39 PM
  3. Approved by Priya M2:41 PM
  4. Refund ₹6,200 issued to the original payment method2:41 PM
  5. Customer notified on WhatsApp · ticket closed2:42 PM
Trigger, checks, approver · all on recordexport ↓
Every action, traceable end to end
FAQ

Common questions

What stops the AI from doing something we'd never allow?

Hard policy limits, per-workflow autonomy, and approval gates. The agent acts alone only inside workflows you've promoted to autonomous, and anything past your thresholds stops and waits for a human.

Who decides how much autonomy the agent gets?

Admins you designate. Autonomy changes are role-gated and logged like every other action, so the agent can never expand its own permissions and you always know who granted what.

Can we roll autonomy back?

Instantly. Demote any workflow to assist or review in one click and the agent starts drafting instead of acting on its very next run. No migration, no downtime.

How do audits actually work?

Every action carries a trace: the trigger, the inputs read, the policy checks run, and the approver if one was required. Filter by workflow, person, or time range, and export the log when compliance asks.

Platform

The rest of the OS

Join the brands that run their customer experience on Sagepilot

Live in about 48 hours, across every channel your customers use.