AI workspace / supervised changes

Run 24 / review active

Human review room

Review evidence, approve model suggestions, and keep every applied change accountable.

Accepted
0/3
Context health
3/4
Waiting
1
Medium risk

Needs decision

Renewal rescue plan

Turn expansion notes, billing policy, and success signals into a customer-safe retention plan.

  • CRM renewal note

    Updated 14 minutes ago

    Fresh

  • Billing policy

    Reviewed by finance

    Confirmed

  • Success call transcript

    Speaker labels pending

    Partial

  • Pricing doc

    Last changed Jun 02

    Stale

  • Add concession guardrail

    Proposed87% confidence

    Limit discount language to approved renewal bands and route exceptions to finance.

    Reduces unsupported promises / 2 min review

  • Ask for missing adoption signal

    Needs context79% confidence

    Request active-seat trend before writing the final customer note.

    Improves recommendation quality / 4 min review

  • Create follow-up task

    Ready91% confidence

    Assign customer success a post-call checkpoint for expansion blockers.

    Keeps owner accountable / 1 min review

  • Discount recommendation

    Reviewer / Finance

    Medium riskWaiting

  • Customer-facing summary

    Reviewer / Maya

    Low riskApproved

  • Policy exception

    Reviewer / Legal

    High riskBlocked

Collaboration timeline

Model actions and human decisions

  1. Assistant

    Matched renewal risk to playbook section 4.2

  2. Maya

    Pinned billing policy as required context

  3. Assistant

    Drafted three retention plan options

  4. Ari

    Flagged stale pricing document

Decision contract

What the agent can change

Low-risk drafts
Manual
Medium risk
Reviewer
High risk
Blocked

Maya approves customer-facing copy. Legal owns policy exceptions.