Use case · Back office

Multi-step back-office work, done under governance.

Agents plan the steps, gather context through approved tools, draft records, and wait for a human before anything sensitive — with a full audit trail. Same adapter as the storefront, elevated only because the user’s permissions allow it.

Persona

Back-office merchant or operations user — the same adapter as the customer assistant, with user.role = merchant.

The trigger

On an order screen, the merchant asks: “Refund this order and adjust stock.”

The workflow

Plan → governed tools → cards.

Illustrative tool ids and risk levels — a host defines its own. The primitives underneath (the governance gate that runs permission, policy and audit, context minimization, the 12 card types) are built and tested, and the data-handling and security controls around them are documented.

01

A plan card breaks the request into steps; read-only lookups (order status, related records) run automatically to build context.

02

issue_refund and adjust_stock are controlled writes — each pauses for its own approval card, and a comparison card can weigh partial versus full refund.

03

Permissions expand only because the merchant’s references allow it — the exact same code path as the customer assistant, with elevated but still-approved authority.

04

Every write is gated and logged; results render as detail and result cards with no custom UI.

Why it matters

Customer value.

Faster resolution of multi-step back-office jobs without leaving the app.

Every write is approved and audited; nothing is committed silently.

Role is just user.role plus permission references — flip from customer to merchant and refund tools appear, no new adapter.

Target: [CUSTOMER RESULT REQUIRES VALIDATION].

Demo hook

Flip user.role from customer to merchant and watch issue_refund appear as an approval-gated action — no new adapter, same governed path.

See “Merchant & back-office agent” running under governance.

Book a demo and we’ll walk your team through this workflow, the governance gate, and the interactive cards — using an example close to your stack.