AI-Agents for Policy Exceptions working with Zoom
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsYour exception requests reach the reviewer you choose for each data classification, while requesters can see who has the decision.
29 toolsYour reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsSee whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsYour policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.
24 toolsYour policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
13 toolsSee where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsYour support rep gets a reply draft in the customer's conversation, grounded in the order and the replacement rules you choose.
34 toolsGet a thoughtful reply draft in the customer's email conversation. Review purchase facts and remedy questions before sending.
11 toolsYour support rep gets apology drafts for overdue customer emails. Current case details help make the replies useful.
5 toolsGive your team a customer service reply draft in the chat, with relevant account context ready for review before anyone sends it.
8 toolsGet a thoughtful reply draft when a customer says your last support answer missed the mark, ready for your review in the same email conversation.
5 tools
