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6 min

The approval limit playbook

A practical guide to setting guardrails your finance and security teams will actually sign off on.

Priya Raman

Customer Engineering

a close up of a piece of white paper

Start with money and identity

The two limits that matter most on day one are spend caps and who an agent may contact. Set those tightly, then loosen them as receipts build trust.

A starter set of limits

  • Refunds up to $100 per order, $1,000 per day

  • Outbound email to existing customers only

  • No changes to user roles or permissions

  • Quiet hours outside your support coverage

Review limits monthly. Most teams double their caps after the first 30 days.

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