AI governance
Policies and approval rules
The control layer for what AI may draft, what staff must approve, and which actions are blocked until provider execution is safely connected.
Policies
6
Rules covering the main AI and growth surfaces.
Owner gates
9
Current candidates that need owner approval.
Public rules
9
Current public publish or reply decisions.
Low confidence
7
Low-confidence items requiring extra caution.
Approval rulebook
Each policy maps to an owner, a permitted behavior, and the review threshold.
AI receptionist
Owner: Front desk lead
Can answer class times, trial process, and general onboarding. Must escalate billing, injury, cancellation, and child-safety questions.
Owner review when confidence is low or the channel is phone.
Lead nurture
Owner: Growth owner
Can draft next-best messages and owner handoffs. Cannot invent discounts, urgency claims, or guarantee outcomes.
Owner review before conversion-ready or price-sensitive follow-up.
Campaigns
Owner: Marketing owner
Audience, consent, offer, and channel mix must be present before scheduled sends.
Owner review before any campaign exits draft or follow-up state.
Reputation
Owner: Owner
Public replies require privacy, tone, and factual review. Urgent or mixed feedback never auto-posts.
Same-day owner approval for urgent reviews.
Website and landing pages
Owner: Growth owner
Program, pricing, age group, timetable, offer, and call-to-action copy must match the source of truth before publish.
Owner review when page is draft, testing, or price-bearing.
Referral rewards
Owner: Front desk
Rewards require eligibility checks before credits, discounts, or public thanks are applied.
Owner review for pending rewards and stalled referrals.
Blocked until connected
These stay gated until the app can execute them through real providers.
External sends
SMS, email, and AI receptionist outbound actions need provider event logging and opt-out checks.
Public posting
Review replies and website publishing need rollback, audit rows, and final approver identity.
Financial rewards
Referral rewards need billing credit creation, GST/accounting visibility, and family discount compatibility.
Forecast decisions
AI financial or retention forecasts need explainability and source snapshots before operational use.
Policy evidence
What the current review candidates are carrying into the audit trail.
Review candidates
24
Queued drafts
0
Evidence lines
72
Blocker lines
15