Skip to help content

IMPULSO AI

Which AI actions require approval

Define rules so IMPULSO AI asks for approval before sending messages, offering discounts, or making sensitive decisions.

Updated

For: Owner, Admin

Before you start

  • AI rules are written in Settings > Impulse AI.
  • Use clear rules to say when AI must ask for approval.
  • Do not save instructions until you confirm the text is correct for your business.

1. Review Business rules

  1. Go to Settings > Impulse AI.
  2. Find Business rules.
  3. Write instructions such as: ask for approval before sending messages and do not offer discounts without permission.
IMPULSO AI settings with business rules

2. Actions to approve first

  1. Sending messages: ask to review before sending SMS, email, or customer replies.
  2. Offering discounts: define whether AI may suggest them or always needs permission.
  3. Changing important information: ask for confirmation before changing details that affect the customer.
  4. Promising dates or prices: require approval when the reply commits schedule, price, or scope of work.

Options you may see

Business rules

Meaning: Instructions AI should follow for your company.

Next step: Write simple, direct rules.

Ask for approval

Meaning: AI should wait for your review before acting.

Next step: Use it for messages, discounts, and sensitive changes.

Save instructions

Meaning: Applies the written rules.

Next step: Save only after reviewing the text.