Sales Agent Profile & Autonomy Policies
Configure operational boundaries, allowed omnichannel communications, execution tools, cost budgets, and enterprise governance.
Sales AI Employee
AI SALES EXECUTIVEApex Garments Corp Enterprise Sales & Merchandising Digital Workforce
Autonomy Level Configuration & Approval Gates
Select the operational decision boundaries and human oversight level for this AI employee.
Agent generates draft text and meeting proposals. Human sales rep must manually review, edit, and click execute on every single step.
Agent plans multi-step outreach and cadence logic. Dispatches queued actions only after single-click batch approval by the operator.
Standard operations (lead qualification, email replies, CRM stage logging) execute autonomously. Commercial discounts (>5%), quotations, and proposals trigger the Approval Center.
End-to-end autonomous customer engagement, quoting, and calendar bookings within set price bands. Strictly locks financial overrides above $50,000 USD.
Allowed Omnichannel Communication Channels (4 Active)
Authorize which communication channels the AI sales representative is allowed to send outbound messages through.
Direct corporate SMTP and Gmail workspace integration
Real-time prospective buyer chat widget
Meta Business Cloud API for verified vendor & buyer updates
Instant internal team escalations and customer updates
Twilio SMS outreach for urgent meeting alerts
Allowed Tools & Capability Permissions (4 Granted)
Manage the granular action tools available to the sales reasoning agent during conversation execution.
Queries fabric specifications, yarn densities, and stock availability
Finds qualified garments buyers matching ICP criteria
Validates commercial discounts against target gross profit bounds
Generates formal pricing quotations and PDF documents
Books video conferences via Google Meet and Calendar sync
Compiles technical client decks and statement-of-work specs
Updates deal stage progression upon key milestone completion
Operational Budgets & Rate Limits
Strict hard limits preventing AI spending overruns and spamming customer contacts.
Tokens & tool call billing is halted if an individual workflow run reaches this threshold.
Today consumed: 42 of 100 communications.
AI Reasoning Engine & Behavioral Persona
Model parameters, tone of voice, working hours schedule, and commercial discount thresholds.
Discounts > 5% require Sales Director approval
Recent Policy Governance & Change Audit History
Immutable timeline of governance parameter changes stored in PostgreSQL SalesAuditLog.
| Timestamp | Event Action | Actor | Audit Details & Summary |
|---|