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Your assistant sends within limits by default

Updated

A connected app such as ChatGPT or Claude sends faxes inside the limits your organization set, with no approval per fax. That is the default. The limits are two numbers on one Settings card: the amount per fax and the faxes per day. Turn the switch off and every send waits for a person. This guide shows the card, a change to a limit, where the setting shows under Policies, and what happens when the switch is off. It was recorded in Sandbox mode, so nothing reached a real fax line.

Screenshots taken on .

Before you start

  • A Fax for Agents account. The dashboard is at app.faxforagents.com. Only an owner changes the switch and the limits. Other members read "Owners only. Ask an owner to change it."
  • At least one connected app. ChatGPT, Claude, Claude Code or a connected-app API key all count. The grants are listed under "Who is connected" on the same page.
  • The switch is on by default in both environments. The default limits are $5.00 per fax and 20 faxes a day. Sandbox and Live each keep their own.

1.Open Settings

Open the dashboard and select Settings. The first card is Connected apps. The chip at the top right reads test or live, and the card carries the same name, Sandbox or Live.

The Settings page with the Connected apps card for Sandbox, switch on, $5.00 per fax, 20 faxes a day.
Settings opens on the Connected apps card. The Sandbox chip names the environment you are editing, and the chip at the top right reads test.
The Settings page with the Connected apps card for Sandbox, switch on, $5.00 per fax, 20 faxes a day.

2.See the switch

The switch sits under the card text. It is on when you first open the page.

The Connected apps card with the switch Let connected apps send without asking turned on.
"Let connected apps send without asking" is on by default. Apps like ChatGPT or Claude send inside the limits with no approval per fax.
The Connected apps card with the switch Let connected apps send without asking turned on.

3.Read the limits

Two fields sit under the switch. The first is the most an app spends on one fax. The second is the count of faxes from all connected apps together, per UTC day.

The two limit fields on the Connected apps card: Amount per fax, at most, $5.00, and Faxes per day, 20.
"Amount per fax, at most" is $5.00 and "Faxes per day" is 20. A send inside both goes out on its own. Outside them, the app asks a person.
The two limit fields on the Connected apps card: Amount per fax, at most, $5.00, and Faxes per day, 20.

4.Change a limit and Save

Type a new number in a field. Save lights up once something changed. Select it.

Faxes per day changed to 10, the Save button selected and the toast Saved for Sandbox. at the top right.
Set "Faxes per day" to 10 and select Save. The toast reads "Saved for Sandbox." The next quote sees the new limit. Live keeps its own.
Faxes per day changed to 10, the Save button selected and the toast Saved for Sandbox. at the top right.

5.Find it under Policies

The setting is also a policy. Open Policies and look for the row with the chip "Managed by Settings". It applies to every connected app, and it has a Settings link instead of New version.

The Policies page with the row Managed by Settings, which applies to every connected app and links back to Settings.
Under Policies the same setting shows as one row marked "Managed by Settings". It applies to every connected app and already reads 10 per day. Edit it in Settings, not here.
The Policies page with the row Managed by Settings, which applies to every connected app and links back to Settings.

6.Turn the switch off

Back in Settings, select the switch so it reads off, then select Save.

The Connected apps card with the switch off and the toast Saved for Sandbox.
Turn off "Let connected apps send without asking" and select Save. From now on every send from a connected app waits for a person. The limits stay for later.
The Connected apps card with the switch off and the toast Saved for Sandbox.

7.See where sends wait

Open Approvals. Each request names the number, the pages, the amount and the app that asked.

The Approvals page of the dashboard listing approval requests with the number, pages, amount, requester, expiry and status.
With the switch off, every send lands in Approvals. A person approves or rejects each request, and the app sends only what was approved.
The Approvals page of the dashboard listing approval requests with the number, pages, amount, requester, expiry and status.

8.Turn it on again

Go back to Settings. Select the switch so it reads on, put the daily count back, and select Save.

The Connected apps card back at the default, switch on, $5.00 per fax, 20 a day, toast Saved for Sandbox.
Turn the switch on again, put "Faxes per day" back to 20 and select Save. The default is back: $5.00 per fax, 20 a day, no approval per fax.
The Connected apps card back at the default, switch on, $5.00 per fax, 20 a day, toast Saved for Sandbox.

What the limits mean

The Connected apps card holds one switch and two numbers. "Amount per fax, at most" is the price of one fax, $5.00 by default. A dearer fax is not sent on its own. "Faxes per day" is the count across every connected app, 20 by default, per UTC day. A send inside both limits goes out with no approval per fax. A send outside them asks a person, and so does every send once the switch is off. Each environment has its own card. The chip in the top bar switches between Sandbox and Live. Finer limits, such as destinations or one app only, live under Policies.

Approve every fax instead

  1. In Settings, turn off "Let connected apps send without asking" and select Save.
  2. Ask your assistant to quote the fax. The quote says approval is required.
  3. A person approves the request under Approvals. Then you tell the assistant to send.

The full routine is written up per assistant. See Approve every fax from ChatGPT. See Approve every fax from Claude. See Approve every fax from Claude Code.

Troubleshooting

  • Save stays grey. Nothing changed yet. Type a new number or move the switch, and Save lights up.
  • The assistant asks a person although the switch is on. Check the chip in the top bar. Sandbox and Live each have their own switch and limits, and the app uses the environment of its connection. Also check the quote against the two limits. A fax above the amount or past the daily count waits for a person.
  • The card reads "Owners only. Ask an owner to change it." Your role is member, admin or viewer. Only an owner changes the switch and the limits.
  • Save asks you to sign in again. Changing this setting needs a sign-in from the last 15 minutes. Follow the link in the mail and select Save again.
  • The Policies row has no New version button. That row is managed by the Settings card. Change it there. The row only shows what the card holds.

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