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SalesKeys

Define what Vera may trust, use, and output before you scale

Use shared policies for research sources, confidence thresholds, channel activation, data exports, and cross-border movement—and enforce them consistently on every Vera task.

Usage dashboards and alerts

Monitor worker usage, API calls, and resource consumption in real time.

Entitlement management

Clearly see what is included in your plan and what requires add-ons.

Budget controls and limits

Set spending limits and receive alerts before unexpected overages.

Cost attribution by team and workflow

Identify which teams and workflows generate costs for better planning.

VERA POLICY WORKBENCH

Turn research boundaries into enforceable policy—not verbal guidance

Policies apply as Vera reads data, forms judgments, enables channels, and outputs results; violations are downgraded, routed for approval, or blocked.

Policy set: Global buyer research

Version 3.2 · Last updated 2026-07-30

Vera · All research tasksPublished
1Allowlist

Source policy

Define which public, authorized, and internal sources Vera may read and how evidence is weighted.

Current rule

Allow company sites, business registries, customer-licensed databases, and CRM; deny unknown data brokers.

Enforcement: Denied sources do not influence judgments, and source tier stays attached to evidence.

285% threshold

Confidence thresholds

Set verified, review, and unusable boundaries separately for companies, contacts, and channels.

Current rule

At least 85% passes automatically; 60–84% needs review; below 60% is downgraded.

Enforcement: Low-confidence results cannot be labeled verified or trigger automated outreach.

3Conditional

Channel policy

Control when Email, WhatsApp, phone, and other channels can be marked ready.

Current rule

Email requires verification; WhatsApp and phone require regional eligibility and known consent.

Enforcement: Channels that fail conditions remain pending or blocked.

4Gated

Export policy

Restrict exportable fields, purposes, file formats, recipient roles, and evidence scope.

Current rule

Only authorized sales roles may export personal contact data; exports over 500 records require approval.

Enforcement: Sensitive fields are masked automatically and oversized requests enter approval.

5Regional control

Cross-border policy

Control cross-border movement using data-subject region, storage location, and destination system.

Current rule

Cross-region transfer requires an allowed region, lawful purpose, and approved processing path.

Enforcement: Writebacks, webhooks, and exports that fail regional rules are blocked.

2,418

Automatically allowed this month

126

Routed to human review

37

Blocked by policy

One policy set governs Vera’s source access, fact judgments, channel use, result exports, and cross-border delivery.

Keep Vera inside clear data and channel boundaries