What should stay human-approved?
The safe boundary is authority. People should approve actions that affect money, legal risk, product trust, or the customer relationship.
Refunds, returns, and replacement decisions
Refunds and returns involve policy, fairness, fraud risk, customer history, and margin. AI can summarise the case, order history, policy notes, and missing information. A person should approve the outcome.
Stock promises and delivery timing
Do not let a first AI workflow promise shipment dates, reserve scarce stock, substitute products, or tell a customer an item is available unless a human or approved system has confirmed it.
Pricing, discounts, bundles, and promotions
Pricing decisions affect margin and brand positioning. AI can prepare a discount-risk note, expired promotion list, or bundle idea, but it should not change prices or send discount offers by itself.
Product claims and public copy
Product descriptions, comparison claims, health claims, safety wording, shipping policies, and guarantee language need review. AI can prepare drafts and checklists; humans approve public-facing copy.
Use the AI Approval Gates for Business Automation guide if you need a simple model for where the agent must stop.