What This Covers
Individual guides explain each control on its own. This page is the connective one: it walks a single piece of work from the moment it is convened to the moment you read the receipt, and names which control acts at each step.
Read it once to get the shape of the system. Every heading links to the guide that owns the detail, so nothing here is a second copy of a fact documented elsewhere.
The one-sentence version
A Workroom holds the work. Its shape bounds what may happen there at all. Its posture decides how hard and how fast a coworker pushes inside those bounds. When the coworker reaches a real decision it consults the corpus that owns that kind of question. When it reaches for a tool, the gate checks authority. What happens is written to a receipt you can review.
Each step can only narrow the one before it. Nothing later in the chain can widen what an earlier step allowed — that invariant is what makes the whole sequence safe to describe in one sentence.
1. The Workroom holds the work
An external assistant acts within the permissions of the person who connected it. Approve the connection once; routine reconnects, refreshes and separate tasks do not need another sign-in. A shared assistant does not share people’s workroom access. Your work remains yours, and joining another room still needs an invitation. If your access changes, the next action uses your current permissions. See external agent setup for setup and recovery.
A Workroom is a focused place where authorized people and AI coworkers coordinate toward a named outcome. It is not an open chat channel: it carries a purpose, an outcome, a scope, an accountable owner, an authority level, a sensitivity ceiling, measures, timing, and a rule for when it closes.
Rooms come in two modes. A finite room closes when its bounded outcome is satisfied. A standing room supports recurring work, and each cycle gets its own objective, measures, stop conditions, and structured outcome.
Conversation alone never completes a room. Closing one produces an Outcome Packet built from governed decisions, artifacts, actions, receipts, evidence, and — importantly — the work left unresolved, each item with an explicit disposition.
→ My Work and Workrooms is the full operator guide.
2. The shape bounds what may happen
A room is convened with a collaboration shape. The shape is the answer to “what kind of collaboration is this”, and it decides which roles must be present before the room may act at all.
| Shape | What it is for | Roles it requires, in order |
|---|---|---|
specialist-alignment |
A corpus check routed to a qualified specialist before the accountable approver receives the verdict | coordinator → specialist → approver |
approval-sign-off |
A specialist prepares evidence; an accountable approver signs off | coordinator → specialist → approver |
outward-review |
Something leaving the business under its own name gets specialist review and an explicit send or publish approval | coordinator → specialist → approver |
change-consequential |
A consequential change is reviewed and confirmed before it executes | coordinator → reviewer → approver |
escalation |
A veto returns to the originating coordinator and accountable owner to accept, block, or amend | coordinator → approver |
craft-stewardship |
The standing profession room: specialists curate their corpus and triage findings | coordinator → specialist |
Two properties matter beyond the role list:
- Authority level. The first five shapes operate at action level.
craft-stewardshipoperates at content level — curating a corpus is not the same permission as acting on the business. - Sensitivity step-up. Every shape except
craft-stewardshiprequires stronger authentication when the room’s sensitivity ceiling is confidential, restricted, or critical.
A room that never declared a shape gets a derived one from what it already is — a standing profession room is craft stewardship by definition; launch-readiness work is an approval sign-off; governance and remediation work is consequential. Declaring a shape is therefore a way to be more specific than the default, not a required step.
If the required roles are not filled, the shape reports the gaps and the room is not allowed to proceed on that basis. A missing approver is a stated gap, not a silent pass.
→ Work shapes and the decision gate covers the four independent shape axes and the code that owns each.
3. The posture sets the pace
Posture is the newer half of the picture, and it is the answer to a question operators kept asking: why is this coworker behaving like this?
Historically a coworker had one proactivity level and one cost/quality/time preference tied to its own identity — the same posture whether it was drafting a note on a Saturday evening or releasing a payroll run on the statutory due date. Identity turned out to be a poor proxy for what a piece of work actually needs.
Posture is now resolved from the work, through one precedence ladder:
- Hard policy — data residency, sensitivity ceiling, regulated ceiling. Never relaxed.
- The room’s own declaration — an explicit choice made when the room was convened.
- Derived — from the shape of the work, the business’s value stream, the clock, and the stakes.
- The coworker’s own saved posture.
- Organization or activity-family default.
- Platform default — Balanced.
Layer 3 is the new one. Three things feed it:
- The shape of the work. An escalation pushes harder, because someone is waiting. Outward-facing work is verified before it goes. Standing corpus curation stays in the background.
- What the business does. A business whose demand is emergency-driven, or whose capacity is destroyed rather than deferred when it goes unused, warrants earlier attention. This is derived from the business type’s own value stream, not authored per industry.
- The clock. Read from the operating hours the organization already configured. When the business is closed, follow-up quietens. When an obligation’s deadline is approaching, it speeds up.
The two rules that make this safe
A derivation may tighten. It may never widen. A derived posture can raise urgency, require an extra approval, or add a verification step. It can never remove one, lower a floor, or relax data residency. Closing time changes how loudly a coworker follows up; it never changes what a coworker is allowed to do.
Some work is never quietened. Security incidents, platform and queue health, and a field appointment already running late keep their pace when the business is closed — because those problems get worse while nobody is looking. The exemption list is explicit and tested.
Every adjustment records why it applied, so a setting that did not take effect explains itself rather than appearing to be ignored.
→ Each room’s Pace and priority panel shows the result and its provenance; see My Work and Workrooms. Per-coworker levels live in Coworker Proactivity.
The priority half
The same posture carries a cost / quality / time preference — the Golden Triangle. It is a preference-to-policy compiler, not a model picker: you express intent in plain terms and it produces explicit policy adjustments against the routing and decision contracts that already exist. It feeds model routing as defaults; an explicit setting and the local-only sovereignty switch still win.
Two properties keep it safe on the shared inference path: it fails open — any error falls back to today’s behaviour — and it is Balanced-inert, so a default posture produces no adjustments at all.
→ Priority, Outcomes & Calibration covers where to set it, how the kind of work raises the floor, and how to read what actually ran.
4. The corpus decides the question
When a coworker hits a real decision rather than a routine step, it does not improvise and it does not blend everything into one opinion. It routes the question to the scope that owns it. Three scopes, three corpora, three different questions. They are siblings, not a hierarchy.
| Scope | The question it answers | What it reads |
|---|---|---|
| WSID — profession | How should I, in my craft, do this? | The profession’s own corpus of recorded techniques and standards |
| WWMD — platform | What should we do about the platform itself? | The kernel principles |
| WWWD — organization | Does this fit the company — mission, market, product, go-to-market? | The stances your organization has authored |
Routing a question to the wrong scope is the failure this separation exists to prevent. A customer’s business decision must not inherit platform judgment as authority.
Three properties of the profession gate are worth knowing, because they shape how a coworker behaves when its corpus is thin:
- It is scoped to the calling coworker. There is no anonymous craft judgment.
- Stakes raise the bar. Higher-consequence questions require more confidence before the gate will return a recommendation at all.
- A thin corpus does not produce a bad recommendation — it produces an escalation.
That last point is the practical one: corpus coverage is an input to autonomy, not a nice-to-have. A coworker whose profession corpus is empty will keep asking you, correctly.
→ Decision Perspective for the model; Decision Perspective in Practice walks a real question end to end.
5. The gate checks the tool
Consulting a corpus produces a recommendation. It does not produce permission. Permission is decided separately, when the coworker reaches for a tool.
Every governed tool call is classified into one of three consequence classes:
- routine-read — reads only.
- ordinary-mutation — changes internal state.
- consequential-mutation — spends money, reaches a third party, changes who may act, or destroys state.
Classification is not a hand-maintained list of tool names. It runs from the declared
consequence on the tool itself, on the central governed execution path. How many tools carry a
declared consequence, and how many consequential tools are actually gated, is reported as a governed
metric, because not every gate enforces yet. Some run in shadow mode, recording what they would have
refused. A consequential tool also carries the collaboration shape its use implies —
which is how a tool reaching outward pulls outward-review into the picture even when
nobody named it.
Reaching outward is not the same as reaching the business. A tool whose outward effect is platform development or operations (opening a pull request, contributing to the hive, running a discovery sweep) declares a platform consequence scope: it is still consequential, receipted and outward-reviewed, but the business-stance alignment check is not applied, because the founder kernel owns that judgement and the business owner should never be asked what the business would do about a pull request.
Three independent checks then apply, and all must pass:
- The authority intersection. A tool is unavailable unless the coworker’s grant and the acting user’s capability both allow it. Default deny. Asking in natural language is not a route around this.
- Tools from a connected service need approval first. A tool that a connected MCP service reports is invisible to coworkers until someone approves it on the service’s page under Platform > Tools > Services. The approval names the permission a coworker must hold and is tied to the exact description and inputs that were reviewed. If the service changes them, the tool goes back to review and the coworker sees nothing new. The check runs again on every call, so a list the coworker saw earlier is never permission on its own. See Tools and integrations.
- The autonomy envelope. This decides whether a human turn is required at all: shadow-only (recorded, never taken), propose-for-approval, supervised-action, or autonomous-action — the only mode that permits acting without a human.
Before the platform asks for approval, it also checks deterministic prerequisites that approval cannot change. For example, a coworker that has not joined a Workroom cannot ask you to approve its attempt to invite itself. The call stops without creating an approval request and names the recovery control instead: the room’s current human owner opens the room and uses Participants to add the approved assistant. Retrying the unchanged call returns the same guidance rather than filling the inbox with approvals that can only fail. An owner change takes effect immediately; a historical creator or lease holder does not override a current accountable owner or coordinator.
The posture from step 3 and the envelope are one projection, and the stricter of the two wins. A proactivity setting cannot buy autonomy the envelope would deny, and an autonomous envelope cannot act on work whose shape declared that it must be proposed.
The decision from step 4 and the permission in this step are deliberately separate, and the Gated Permissions Process is the standard that pairs them. For each stage of the work, it records which authority’s decision admits which tools. One recorded decision then covers every call inside that envelope, and anything outside it is never offered. See the pairing diagram.
Permits are being recorded, not yet required. When a gate admits an outward, authority-changing or irreversible call, the platform now records a permit for it: which gate admitted the call, for which tool, and until when. The call’s receipt notes the permit’s verdict. This runs in shadow mode. A missing or expired permit is recorded, never refused, and routine reads and ordinary writes are not affected. A call made around the governed path is recorded as unmediated. Each permit is also signed and tied to the call’s exact arguments. A permit that was altered after it was issued, or reused for different arguments, is recorded as such. An install that has no permit signing key records its permits as unsigned. A permit is good for one use: if the same permit is presented twice at the same moment, only one of the two calls uses it, and the other is recorded as used up. Enforcement is switched on one binding at a time, and only after its shadow record has been reviewed and a recorded decision approves it. No binding is switched on yet. When one is, a call under it without a valid permit is held with “permit required”, which names the approval to obtain; the call is not lost, and it runs once that approval is in place. If the install has no signing key, the platform keeps that binding in shadow and records why, rather than holding every call.
Denials come back as named reasons — a missing decision interaction, a missing envelope, a tripped stop condition, a missing verification receipt — not as a generic refusal. A denial tells you what to fix.
A request for approval has a deadline, and a missed deadline is its own answer. When a call needs a person, the approval request carries a window. If it closes with nobody answering, the request is settled as expired — not cancelled, which would say somebody decided, and not left sitting as though it were still live. The difference is what makes “how many decisions lapsed unanswered” a question the platform can answer at all, and an expired request is final: re-asking mints a new one rather than reviving it.
A refused room handover says why. Either the account the assistant is connected as does not own the room, and the fix is to connect the assistant as the room’s owner or have the owner add it under Participants. Or the assistant was removed from the room, or limited to observing it, and only the owner can restore it there.
An approved call that failed stays failed. If a call you approved ran and did not complete, an identical retry within the approval window returns that same failure. It does not put a new card in front of you. Once the cause is fixed and the window has closed, the assistant can ask again.
A decision that does not go through is checked, not repeated. If Authorize or Decline gets no answer within 30 seconds, the card looks up what the platform recorded. If nothing was saved, it says so and offers the buttons again. If something was saved, it shows the result. If it cannot tell, it says not to approve again and links to the request’s result. It never sends your decision a second time on its own.
The floors nothing crosses
Two hold at every posture, every autonomy level, and every proactivity setting:
- Money leaving the business always comes to you.
- Anything that goes public always comes to you.
A third class joins them where the work is regulated: statutory filing and licensed advice carry a mandatory verification requirement that the posture cannot trade away. For these, verification is not advisory — the action cannot close without the verification receipt on the case.
→ Identity and Access for the authority model; AI Workforce for tool grants.
6. The receipt is what you review
Every governed outcome writes a receipt: who acted, what they did, why, under whose authority, and what resulted. This is the part most worth building a habit around, because it is where the previous five steps become inspectable rather than theoretical.
Four surfaces read that trail, each answering a different question:
- Coworker Decision Engine — the decisions themselves, the stance and craft corpora behind them, and the open reviews waiting on you.
- Coworker proactivity — every coworker and the level it currently acts at, grouped by business area, with derived defaults distinguished from ones you set.
- Priority outcomes — what the cost/quality/time posture asked for compared with what actually ran, with an infrastructure failover distinguished from a deliberate trade-off. The distinction matters: one is a fault to fix, the other is the system doing what you asked.
- The room’s own Shape panel — the gates this work passed through, one status mark per stage: passed, holding, declined, awaiting a person, or not reached. Declined and awaiting a person are deliberately different marks — a decline is a settled answer to act on, an open question is not.
The coworker is told the same difference, in the same words. When a call needs approval it is told the work is waiting, which approval request it is waiting on and until when, and that the tool is available to it — not that the call was rejected. That wording is load-bearing: while the two read alike, coworkers concluded the capability was missing and proposed work to build tools that already existed. They are also told that calling again will not advance it, so the honest response to a wait is to report it rather than retry.
That difference is now carried by the result itself, not only by its wording. Every governed call comes back saying which kind of answer it is: the work went through, a person has to rule on it, an input is missing that the coworker can supply, the check could not run at all, or the platform said no. Only the last one is a refusal. The middle three are not answers about the request, and nothing downstream may file them as failures.
The one you will notice is the check could not run. If the platform cannot record the authority evidence a call needs, or cannot reserve its receipt, the coworker is told the check itself was unavailable and the call can be retried unchanged — not that it was rejected. That is an outage on our side, and reading it as a refusal is how a coworker talks itself out of work it was entitled to do.
Where the audit trail has nothing to say, these surfaces say so rather than guessing. A stage with no records reads No records yet. A room with no posture of its own reads Running on defaults. That is deliberate: a picture that never disagrees with the ledger is worth more than one that always looks complete.
Known limits
Stated plainly, so nothing here reads as more finished than it is:
- The decision-gate stage is not attributed to a coworker. The decision record does not yet identify which coworker acted, so the shape view leaves that stage empty rather than attributing a decision on a guess.
- The consultation ledger is per-process. A decision consulted in one process is not visible to another; only the receipt it writes survives the turn.
- Priority outcomes are reconstructed against the current posture. Recent runs are compared with the posture in force now, and historical failover is not reconstructed.
- Proactivity only produces unattended work for coworkers that have standing work bound to them. For every other coworker the level shapes conversation and nothing else. Turning an idle coworker to Assertive will not make it start working. See Coworker Proactivity for which coworkers currently self-drive.
Related
- My Work and Workrooms — the room, its cycles, and its participants
- Coworker Proactivity — the per-coworker pace control
- Decision Perspective — WWMD, WWWD, and WSID in full
- Decision Perspective in Practice — one question, end to end
- Priority, Outcomes & Calibration — the cost/quality/time half, and its receipts
- AI Workforce — the coworker directory, grants, and availability
- Work shapes and the decision gate — the architecture behind steps 2 and 5
- Gated Permissions Process (GPP) — the standard that binds step 4’s decision to step 5’s tool permissions
The pace a room runs at
Work happening in a room resolves its own pace, rather than inheriting only the acting coworker’s settings. Four things decide it: what the room declares, what kind of work it is, what the business does, and what time it is. Outside your operating hours a room quietens down; work whose harm grows while nobody is looking — a security incident, a late appointment — does not.
None of that changes what a coworker is allowed to do. Timing and authority are separate: a quieter room still asks permission for exactly the same things.
You can set a room’s pace on the room itself, and a default for all rooms under Priority & Models. See Work Rooms.
Continuing a review after a connection changes
A changed AI connection does not make an unfinished review a new piece of work. DPF can supply the agent an exact recovery request for the original review. The same person and coworker must still have permission in that Workroom. Current permissions are checked again when work resumes, when tools run and when an approved action executes; the expired connection is retained as history.
The review’s original source, evidence and retry limits stay attached. If the prior execution is uncertain, cancelled or exhausted, DPF holds the request for reconciliation. Dispatch is not completion: the governed review receipt records the actual result. The agent obtains the supported request through the initiative readiness recovery procedure.