Workflows
V1 ships safe templates. The AI drafts and routes; deterministic rules decide allowed actions.
Demo fallback is active. Production workflows persist requests, approvals, execution results, and audit events.
Low risk
FAQ answer
Answer only from approved knowledge and show source links in the dashboard.
Low risk
Lead qualification
Capture need, budget, timeline, email, and preferred next step.
Medium risk
Appointment intent
Collect booking intent and route into Calendly/Google Calendar once configured.
Medium risk
Order status
Read-only ecommerce lookup scaffold for Shopify and WooCommerce.
High risk
Refund or cancellation
Draft the action, then require human approval before anything changes.