AI software
Keep AI SDR agents inside policy. Outbound messages and commitments get a verdict, an escalation path for risky claims, and a receipt your reviewers can verify.
The problem
An outbound agent that emails prospects can make claims, promises, or contact people it should not. Buyers and their lawyers want a record of what was sent and under what policy.
Granting this agent access means it can send outbound messages and make commitments to prospects. Each of those is a side effect someone has to answer for.
What HELM does
HELM checks the proposed action against policy before any effect runs, then records a signed receipt. Here is one path for ai sdr and outbound agent vendors.
Agent proposes
Agent drafts an outbound email making a pricing commitment
HELM checks policy
Checks the message against commitment and contact policy
Verdict
ESCALATE
Proof
Message receipt + outbound-policy EvidencePack
Proof you can hand to a reviewer
Each governed action leaves a record your security reviewer can verify offline.
Action class: Customer communication
Default policy. Risk-tiered: allow low-risk templates, escalate commitments.
Required evidence. Message receipt, template version, approval where required.
Questions
Not for this action class. HELM checks the proposed action against policy before any side effect runs. For customer communication the default is "Risk-tiered: allow low-risk templates, escalate commitments", so anything unknown or unapproved stops by default.
Every decision records message receipt, template version, approval where required. You hand the reviewer the signed receipt and EvidencePack, which they verify offline without access to your dashboard.
The check sits in the action path, not the conversation. Low-risk actions that policy already permits proceed; only consequential side effects pause for a verdict or an approver.
Keep reading
Bring one customer communication action to the boundary and see the verdict and the receipt.