If AI is allowed to directly change customer data, send invoices, or update systems—you need approval gates.
Where to put approval gates
- Before customer-facing comms (emails, messages)
- Before money moves (billing, refunds)
- Before external system changes (CRM stage, inventory changes)
A simple pattern
- AI drafts the action + rationale.
- Human sees a short “approve / edit / reject” view.
- Automation executes only after approval.
- Everything is logged (who approved, when, what changed).
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