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.



