Designing an Approval Matrix for AI-Generated B2B Quote Replies

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A technical article outlines a method for controlling AI agents that draft business-to-business quote replies. The system uses a three-tiered approval matrix to classify each piece of commercial information as automatically sendable, requiring human review, or off-limits for the AI. This structure prevents the AI from making unauthorized commitments, such as offering unapproved payment terms or discounts. The approach relies on a separate policy configuration file, not prompts, to define rules and assign human approvers for each field type.

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