Workflows · Subscription entitlements

Enterprise access waits for the signed order and Deal desk.

Keep the account, requested plan, commercial evidence, policy decision, and entitlement result together.

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Example workflow. Execution requires a configured tool with provider permissions for this action; see the connection’s operation reference or bring your company tool to the demo.

Agent request

Grant Enterprise entitlements to customer account cust_7184

The change enables contracted features and billing treatment for the customer account.

Identity
deal-desk-agent · Revenue operations
Target
customer/cust_7184
Cost
Recorded agent cost
Evidence
Signed order, effective date, and entitlement diff

Policy decision

Enterprise entitlement changes require the Deal desk owner.

Approver

Deal desk owner

Dex, raising a card that asks for approval

The action waits until this owner approves or denies it.

Approved

Tool call resumes

The entitlement system applies the approved plan and returns the account result.

Denied

Tool call stays blocked

Dex, holding up a stop after an action was denied

The current entitlements remain in place and the change does not run.

Execution order

The agent request stops before the connected tool runs.

  1. 01Deal-desk agent requests the entitlement change
  2. 02Deixic checks the account, plan, evidence, and policy
  3. 03Deal desk owner decides
  4. 04Connected entitlement system returns the result

Activity history keeps the request, decision, cost, and result.

Keep the procedure for the next request.

Keep the policy and decision history, save the steps and evidence as a skill, and test changes on real sessions; an approval stays specific to its request.

Reusable skills · Tests and replay

Put this action under policy.

Request early access.