Your assistant sends within limits by default
Updated
Nothing to set up. Once an app is connected, it sends inside two limits with no approval per fax: $5.00 per fax and 20 faxes a day. Above a limit it asks a person. You can turn it off, or raise or lower the limits, in Settings.
What is covered
- Every app connected to the organization, in both environments. ChatGPT, Claude and Le Chat through OAuth, each with its own environment.
- An extension that uses an API key, such as the Gemini CLI. Make its key with "This key is for a connected app such as Gemini CLI" ticked. The keys table tags it "connected app".
- Any destination the price list serves. The limits bound the money and the count, not where a fax goes.
- Not covered: a hosted integration the server marks as needing a person. It needs one for every send, whatever the setting says.
What the app sees
Ask in plain words. For example: prepare a one page fax that says Hello, quote it to +1 555 000 0001, then send it. The quote comes back allowed by your organization's auto-send setting, with no separate approval required. The app sends. The fax record keeps the policy version that allowed it. The audit trail names the connection.
Over the amount, or past the day's count, the quote says deny and names the rule. The app can still ask a person with request_human_review. The request lands in Approvals.
The guides with screenshots show this flow in ChatGPT, Claude and other assistants, one screenshot per step.
When you connect an app
The consent screen shows the choice under the permission list. Owners see a checkbox, ticked: Let this app send faxes within your limits without asking ($5.00 per fax, 20 a day. Change in Settings.). Untick it and allow, and the organization's switch goes off for that environment. Members who are not owners read the state as a line of text.
Turn it off
- Open Settings. The first card is Connected apps. The chip at the top right says Sandbox or Live, and the card names the one you are editing.
- Turn off Let connected apps send without asking.
- Choose Save. Every send in that environment now waits for a person. The other environment keeps its own setting.
A browser that signed in more than 15 minutes ago confirms it is you first, with a passkey or a fresh link. Only owners change the setting.
Raise or lower the limits
- On the same card, change Amount per fax, at most, Faxes per day, or both. The daily count covers every connected app together, per UTC day.
- Choose Save. The next quote sees the new limits.
Every save is a new version of a policy named Managed by Settings on the Policies page, recorded with who made it. The Effective rules panel, the Evaluate dry run and the audit trail show it like any other policy. Nothing an app writes in a prompt is an input to the rules.
Finer limits
Some cases need more than the switch. One app should send and another should not. Only listed numbers or countries. A page cap or a monthly cap. For those, write a policy next to the switch, or turn the switch off and use the policy alone.
Open Policies and choose New policy. Name it. List the allowed destinations or countries and set the caps. Keep the environments you want. Under Applies to, tick the app in the Connected apps column. Choose New policy to save. Under Effective rules, set Show rules for to that connection to check what the server would decide. The first policy that allows a quote wins.