Operating standards
Guardrails for reliable customer operations.
These cross-cutting guides cover permissions, inbox ownership, data quality, campaign governance, automation, AI review, quote hygiene, and launch readiness.
Define one customer outcome, design the minimum operating boundary, and prove the workflow before expanding WRKZY across teams.
inbox and channelsAssign conversations and next actionsCreate single-person accountability, explicit customer commitments, and handoffs that remain understandable without side-channel messages.
customers and crmAdd useful customer contextCapture customer context that changes a decision—without turning the CRM into a collection of unverified notes or unnecessary personal data.
catalog and quotesCreate and review a customer quoteBuild a governed quote from verified customer, deal, catalog, package, pricing, validity, and terms context, then complete a pre-send review.
campaignsPlan and review a responsible campaignConnect campaign purpose, customer value, audience, content, safeguards, outcomes, and iteration in one governed review.
automations and aiAutomation recipes and operating guardrailsDesign small outcome-led automations with eligibility, suppression, volume controls, human handoffs, and operating reviews.
automations and aiReview an AI-assisted summary or draftVerify AI summaries, drafts, and recommendations against source evidence before any customer or CRM action.
security privacy and billingRun least-privilege access reviewsReview organization, workspace, inbox, automation, connection, and billing authority without orphaning customer work.