Policies that agents can't ignore

Give agents the context to understand your work, the procedures to follow, and clear limits on when they can act.

Income operations Session memories Source records

Coupon paymentsActivity

3 payments in this view · cash receipt monitoring

Counterparty	Payment	Due date	Status
BofA	Coupon payment	15 Sep 2026	Awaiting receipt
Goldman Sachs	Coupon payment	15 Sep 2026	Received
BNY	Coupon payment	16 Sep 2026	Upcoming

BofA · Coupon payment

Owner: Operations lead
Next action: Review receipt status

Session memorieswhat the agent wrote down in this chat and its workers2 items

Kept from this session

session_summarysession summarysession · v2

One item per session, rewritten in place as the session goes on.

Monitoring the BofA coupon payment. A follow-up reminder is scheduled for 18 Sep at 9:00 AM, America/New_York.

bofa_coupon_follow_upsession · v1created just now

Follow up on the BofA coupon payment in 2 days.

Policies

Remind me to follow up on the BofA coupon payment in 2 days.

Thought process⌄

ReviewStep 4 of 4

Name: BofA coupon follow-up
Schedule: In 2 days · 9:00 AM
Timezone: America/New_York

Remind me to follow up on the BofA coupon payment.

CancelCreate Task

Task “BofA coupon follow-up” created

Reminder set · in 2 days

Memory saved · BofA coupon follow-up

The follow-up is scheduled in 2 days. I saved the reminder context.

Income receipt review Policies Source records

BofA coupon paymentRelated exceptions · 1

StatusIn progress

OwnerOperations lead

Current assessment

The expected coupon has no receipt under the original payment reference.

Counterparty: BofA
Payment type: Coupon
Proposed next step: Follow up on the payment

Source records

Expected coupon and received cash are available for review.

Approval policy2 actions · read just now

Before the agent takes a real-world action, the platform checks this policy. Require approval means a person decides; Autonomous means the action goes ahead and is recorded.

ScopeIncome operations ⌄Settings for this workflow

Action	Effective mode	Where it comes from	Change
Send an email	Require approval	Tenant default	Require approvalAutonomous
Resolve an investigation	Require approval	Tenant default	Require approvalAutonomous

Proposed policiesRefresh

A proposal is inactive until a person approves it here.

ProposedRejectedArchived

⌄Coupon payment follow-upProposedworkflow · v1 · by agent

Match coupon receipts before following up on a missing payment.

Policy

Match coupon receipts by security, coupon date and amount, even when references differ. Ask for review if no match is found.

Threat scanNo advisory findings.

Provenanceagent · Income operations · user correction

ApproveRejectReason (optional)

Policies

The BofA coupon is still unmatched. Shall I follow up?

The coupon arrived under another reference. Match security, coupon date and amount before following up.

Thought process⌄

Resolution noted · reference mismatch

Proposed policyProposed

Coupon payment follow-up

Match coupon receipts by security, coupon date and amount, even when references differ. Ask for review if no match is found.

Open in Policies

I proposed a policy to check security, coupon date and amount before following up.

Policies Source records

Approval policy2 actions · read just now

Before the agent takes a real-world action, the platform checks this policy. Require approval means a person decides; Autonomous means the action goes ahead and is recorded.

ScopeIncome operations ⌄Settings for this workflow

Action	Effective mode	Where it comes from	Change
Send an email	Require approval	Tenant default	Require approvalAutonomous
Resolve an investigation	Require approval	Tenant default	Require approvalAutonomous

Proposed policiesRefresh

A proposal is inactive until a person approves it here.

ProposedRejectedArchived

⌄Coupon payment follow-upProposedworkflow · v1 · by agent

Match coupon receipts before following up on a missing payment.

Policy

Match coupon receipts by security, coupon date and amount, even when references differ. Ask for review if no match is found.

Threat scanNo advisory findings.

Provenanceagent · Income operations · user correction

ApproveRejectReason (optional)

Approval policy2 actions · read just now

Before the agent takes a real-world action, the platform checks this policy. Require approval means a person decides; Autonomous means the action goes ahead and is recorded.

ScopeIncome operations ⌄Settings for this workflow

Action	Effective mode	Where it comes from	Change
Send an email	Require approval	Tenant default	Require approvalAutonomous
Resolve an investigation	Require approval	Tenant default	Require approvalAutonomous

Proposed policiesRefresh

A proposal is inactive until a person approves it here.

ApprovedRejectedArchived

⌄Coupon payment follow-upApprovedworkflow · v1 · by agent

Match coupon receipts before following up on a missing payment.

Policy

Match coupon receipts by security, coupon date and amount, even when references differ. Ask for review if no match is found.

Threat scanNo advisory findings.

Provenanceagent · Income operations · user correction

Approve↖RejectReason (optional)

✓ Approved by Operations lead Policy version 1

Policies

Approve the coupon payment follow-up policy.

Thought process⌄

Coupon payment follow-up

Match coupon receipts by security, coupon date and amount, even when references differ. Ask for review if no match is found.

ApproveReject

Policy approved · Operations lead

The coupon payment follow-up policy is approved and ready to use.

Income operations Income receipt review Source records

Coupon paymentsActivity

3 payments in this view · cash receipt monitoring

Counterparty	Payment	Due date	Status
BofA	Coupon payment	15 Sep 2026	Awaiting receipt
Goldman Sachs	Coupon payment	15 Sep 2026	Received
BNY	Coupon payment	16 Sep 2026	Upcoming

BofA · Coupon payment

Owner: Operations lead
Next action: Review receipt status

BofA coupon paymentSource records

Coupon payment follow-up Approved · v1

Match coupon receipts by security, coupon date and amount, even when references differ. Ask for review if no match is found.

Receipt comparison Matched

Field	Expected coupon	BofA receipt	Check
Security	SEC-204	SEC-204	Match
Coupon date	15 Sep 2026	15 Sep 2026	Match
Amount	$25,000	$25,000	Match
Payment reference	CPN-1048	BAC-7621	Different reference

Coupon payment identified

The security, coupon date, and amount match. The receipt uses a different reference.

No payment follow-up needed.

Policies

Check the next BofA coupon using the approved policy.

Thought process⌄

Read policy · Coupon payment follow-up

Coupon matched · alternate reference

Resolved · no follow-up needed

The receipt matches under another reference. No follow-up is needed.

Schedule the follow-up, then keep the context

Ask Boagent to follow up on the BofA coupon payment in two days. The scheduled task is confirmed and enabled first; the agent then saves the reminder context in Session memories.

Schedule the follow-up, then keep the context

Ask Boagent to follow up on the BofA coupon payment in two days. The scheduled task is confirmed and enabled first; the agent then saves the reminder context in Session memories.

Turn your correction into a proposed policy

The coupon arrived under another reference. The agent proposes a policy to match security, coupon date, and amount before following up, showing the same policy in chat and on the Policies page.

Review the policy before it becomes active

The user reads the proposed coupon payment policy and approves it. The recorded decision makes this guidance available for the agent to apply to later work.

Use the approved policy on the next payment

For the next BofA coupon, the agent checks the security, coupon date, and amount. It finds the receipt under another reference and explains why no follow-up is needed.

An agent that learns how your firm works

Teach the context behind your process, from settlement conventions to how your team handles a billing difference. The agent proposes standing guidance that a person can read and approve. People set the authority to act, so knowing the procedure stays separate from permission to carry it out.

Enterprise knowledge needs governed authority

Useful facts can stay with the organisation, a workflow, or a user. Reporting conventions and settlement guidance give the next task a relevant starting point, so your team can spend less time repeating the background and more time assessing the work.

AgentRetain useful context
HumanApprove procedures
AgentPropose guidance
HumanSet action policy
AgentApply approved guidance
HumanCorrect the approach
AgentPrepare the next task

Questions worth asking.

Start with the work
your firm needs done.

Bring a process, its sources and the decisions that matter. We’ll work through how Boagent could fit your team.

Let’s talk

Policies that agents can't ignore

Give agents the context to understand your work, the procedures to follow, and clear limits on when they can act.

Schedule the follow-up, then keep the context

An agent that learns how your firm works

Enterprise knowledge needs governed authority

Stop explaining the same operational context

Turn a correction into a reviewed way of working

Make autonomy a deliberate operating decision

Apply the right boundary to each process

Keep judgment with the people responsible for the business

Questions worth asking.

Is every remembered fact an approved procedure?

Can different workflows have different authority?

Does conversation recall search everyone’s messages?

More of the job, connected.

Deterministic Flows

Approval Gateway

Investigation & Resolution

Start with the workyour firm needs done.

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your firm needs done.