Use approvals for consequence, not uncertainty alone
A low-risk question can often be answered automatically from approved knowledge. A high-consequence action—money movement, contract commitments, sensitive account changes, or unusual exceptions—may deserve approval even when the model is confident.
Create explicit thresholds
Examples include refunds above a set amount, discounts beyond a defined range, schedule changes with penalties, cancellations, emergency classifications, account changes, or communication outside approved templates.
Preserve context
When approval is required, send the reviewer the request, relevant facts, proposed action, policy basis, and expected outcome. After the decision, the workflow should continue without forcing the customer or employee to restart.
Make denial a first-class path
A good workflow defines what happens when approval is denied: explain the allowed alternative, escalate further if appropriate, or close the request with evidence. “No” should be operationally complete.
Review approval patterns
If almost every request needs approval, the employee may be too constrained or the job may not be a good automation target. If almost none require approval, verify that sensitive exceptions are not slipping through.
Define the employee before you deploy the employee.
Use Zeovoice to describe the job, review authority, test the workflow, and inspect evidence before production work begins.