AI app for policy-controlled communications

Brand-Safe Email Agent

Review customer communications against approved brand and compliance policies, show policy references in context, and route material issues to assigned reviewers.

Design a pilot ↗ See the workflow ↓
Policy-awareHuman-in-the-loopAudit-ready
Communication reviewDraft
AR
Advisor responseTo: Customer
10:42
SubjectYour investment update

Hello Maya,

Your portfolio is positioned for guaranteed returns this quarter based on recent performance.

Let me know if you would like to proceed.

Works inside the tools your teams already use. Human review remains in control.

The application

One application for a defined operating decision.

The Brand-Safe Email Agent reviews customer communications against approved brand, disclosure, tone, and compliance policies. It identifies potential issues, shows the relevant policy reference, suggests revisions, and routes uncertain or high-risk drafts to a reviewer.

01

Checks drafts against approved brand and compliance policies

02

Shows the policy reference associated with each finding

03

Identifies sensitive information and required disclosures

04

Suggests revisions for sender or reviewer consideration

05

Routes drafts according to configured risk and review rules

06

Maintains review decisions and timestamps for audit

How it works

A workflow with explicit inputs, actions, and review.

The application connects approved context to a controlled decision path, then records the outcome for review and improvement.

1

Step 01

Email composition

A customer-facing team drafts a message in the selected email or CRM workflow.

2

Step 02

Policy review

The agent evaluates the draft against the approved rules, disclosures, examples, and exceptions configured for the pilot.

3

Step 03

Findings and revisions

Each material finding includes its policy reference and a suggested action for the sender or reviewer.

4

Step 04

Review and delivery

Drafts follow the configured approval path, with uncertain or high-risk communications assigned to a reviewer.

In context

Example in Action

The workspace brings the request, relevant context, decision signals, and next action into one view.

Communication

Customer email about investment returns

Review findings The review identifies language that requires attention:
  • Flagged phrase: 'Guaranteed returns'
  • Applicable policy: performance claims
  • Required action: use approved historical-performance wording
  • Reviewer check: confirm the assigned risk disclosure
Outcome

The sender revises the draft and routes it through the required review path.

Designed for control

Controls follow the decision.

Permissions, escalation rules, review ownership, and audit records are configured around the workflow and its risk.

01

Versioned policy configuration

Approved rules, disclosures, and exceptions are maintained as versioned configuration.

02

Policy reference with every flag

Reviewers see the issue, the applicable policy, and a suggested correction in context.

03

Escalate uncertainty

Low-confidence or high-risk drafts route to an assigned reviewer.

Security and compliance foundation

✓SOC 2 Type II✓ISO 27001✓GDPR-aligned controls✓FINRA-aware controls
  • ↳Access controls configured for the selected workflow
  • ↳Review records with timestamps and policy references
  • ↳Deployment-specific retention and audit settings
  • ↳Assigned reviewers and escalation routes

Representative pilot

Test one representative workflow in four focused weeks.

The pilot uses representative inputs, actual review roles, and agreed measures before a production decision.

01

Week 01

Discover

Map policies, channels, reviewers, and representative communications.

02

Week 02

Configure

Encode brand and compliance checks with approved examples and exceptions.

03

Week 03

Integrate

Connect the selected email or CRM workflow and establish review routing.

04

Week 04

Pilot

Run with a controlled team, measure quality, and define the production gate.

Measures we establish

Agree the measures before the pilot.

Baselines and targets are set with your team. Reported outcomes reflect results measured during the pilot.

01

Review cycle

Time from draft to approved communication

02

Policy coverage

Rules checked consistently across channels

03

Rework

Drafts returned for avoidable corrections

04

Traceability

Decision records available for audit

Fits the operating environment

Connect the systems that hold context and action.

The first implementation uses the smallest integration surface that can prove the workflow safely.

Customer service representativesSales teamsCompliance officersMarketing teams
OOutlook
GGmail
SSalesforce
HHubSpot
MTMicrosoft Teams
SSlack

Questions

Before we begin.

Does the agent send emails automatically?

Approval and sending are configured by risk tier, team, and communication type. High-risk content can always require human approval.

Can it use our own brand and compliance policies?

Yes. The pilot starts by structuring your approved policies, examples, disclosures, and escalation rules into a versioned control set.

How is performance evaluated?

We test against representative approved and rejected communications, track false positives and missed issues, and agree production thresholds with your reviewers.

Which systems can it connect to?

Typical entry points include Outlook, Gmail, Salesforce, HubSpot, Teams, and Slack. The initial pilot focuses on the smallest integration surface that proves value safely.

Representative workflow

Protect your brand and ensure compliance

See how the Brand-Safe Email Agent can automatically review and improve your customer communications for regulatory compliance and brand consistency.

Design a pilot ↗