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Approval gates are Alfera’s built-in safety check. Before any action that could affect a customer or alter important data, Alfera pauses and asks you to confirm. You decide with a single tap whether it proceeds.

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How approvals work

By default, Alfera pauses on anything customer-facing or destructive. That includes:
  • Sending an email or message to a customer
  • Updating a deal stage, contact record, or order
  • Processing a refund or payment
  • Changing inventory, pricing, or policy settings
  • Posting publicly on social channels
When Alfera reaches one of these checkpoints, it sends you a message in Slack (and in the app dashboard) with a clear summary of the proposed action. You tap Approve to continue or Reject to stop it. Alfera explains what happens next in plain English.

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How to approve or reject

1

Receive the pause notification

Alfera sends you a Slack message or app notification when it reaches a gate.
2

Review the summary

Read the plain-English explanation of what Alfera wants to do, why, and which tool it targets.
3

Tap once

Click Approve to let it continue, or Reject to cancel that specific step and move on.

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Configure what requires approval

You can customize which types of actions need your explicit sign-off. Go to Settings > Approvals in the Alfera app and toggle categories on or off.
Routine work, like reading data, drafting internal notes, or enriching a lead profile, runs without interruption so Alfera can stay fast.

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Next steps

  • Audit Trail for a readable record of every approved action
  • Security for how your data is protected end to end