Human review first

Approval Boundaries and Agent Authority

Define what the AI employee may draft, what requires review, and what stays blocked.

Current status: managed setup until approved. CoreStaff is preparing launch surfaces; some flows remain preview or human-reviewed until approved.

Helping customers decide where human review is required and where authority stops.

Who should use it

Owners who need a clear safety boundary for any AI employee work.

What this is for

Helping customers decide where human review is required and where authority stops.

What to prepare

  • A list of allowed draft tasks.
  • A list of review-required tasks.
  • A list of blocked or future-only tasks.

Approval boundary

  • A human review is required for any customer-impacting step.
  • Owner approval is required before any authority expansion.

Step-by-step

How to use the guide

Step-by-step usage guidance

  1. List the actions the AI employee may draft or summarize.
  2. Mark the actions that must be reviewed by a human.
  3. Mark the actions that are blocked until future approval.
  4. Review the boundary before any customer-facing or external action.

What the AI employee can do

  • Explain draft-only, review-required, and blocked work.
  • Show how customer responsibility and owner approval fit together.
  • Help you narrow authority safely.

What it cannot do yet

  • It cannot authorize itself to take external action.
  • It cannot claim live access to connectors, billing, or public agents.

Privacy and security notes

  • Only share the minimum details needed to define the boundary.
  • Do not include secrets or unrelated personal data.

Support path

  • General setup: hello@corestaffai.com
  • Support: support@corestaffai.com

Current status

Managed setup comes first while customer access is opened in stages.

This guide never claims live signup, live billing, live connectors, live OAuth, live email, or public-agent activation. It is a customer-facing explanation of the current managed setup posture and the human-review boundary.

Honest boundary

Customers should use hello@corestaffai.com for setup, custom, or general questions and support@corestaffai.com for support. If something is outside this guide's scope, route it to a human reviewer first.