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Viewing as Super admin · Owner · Chris
Process 9 of 10

AI governance process

What AI may do on its own, and what needs a person. Figures are illustrative demo values.

All processes

Today's agency

Disconnected tools
1

Staff paste data into chatbots

Public AI tools

Privacy risk
2

No record of AI advice

—

No audit
3

No rules on what AI may do

—

With Greyline

One connected flow
1

Agents with set permissions

2

Guardrails by risk level

3

Human approval for money & coverage

4

Full approval log

The result on your dashboard

Before vs after, and where each gain shows up
100%better on “AI actions audited” (0% → 100%)
Today's agencyWith GreylineBinds without human sign-off: Unknown → 0Ranking basis: Commission → Customer value100% better · AI actions audited

Where you see it

agentsAgentsEach agent has defined permissions.Open screen →adminAgent autonomySmall tasks only; money and coverage need a person.Open screen →intelligenceApproval queue0 binds without sign-offOpen screen →adminAudit log0% → 100% auditedOpen screen →

AI actions audited

0%100%

Binds without human sign-off

Unknown0

Ranking basis

CommissionCustomer value

Who is involved

AI agents

Recommend and do small tasks

Licensed human

Approves binding, coverage, money

Human approval

Guardrail ladder

Recommend

Rank work, draft messages, suggest options

Act on small tasks

Send reminders, update notes, retry syncs

Needs human approval

Binding, coverage changes, money movement

Data processNational scaling process