Company DNA
Give people and agents a shared way to work
Company DNA combines your principles, shared language and approval rules with agents that prepare policy guidance and route decisions to the right person.
Company DNA overview
The principles and rules behind daily decisions
Capture what the company means by its words, how it handles tradeoffs and who may approve a decision. Agents use this shared foundation across all domains.
Company identity and language
Company principles, shared terminology and the reasons important operating decisions were made.
Approval authority
Who may approve each decision, the dollar or percentage limit and where an exception goes.
Data and AI policies
Which information agents may use, who can see it and which tools are approved for each data type.
Voice and claims
How the company communicates and which price, delivery or performance claims require approval.
Decisions and exceptions
Why important decisions were made and how approved policy changes reach employees and agent instructions.
Choosing between two supplier quotes
The quotes show price and order value; the approval policy sets authority limits. The owner’s sourcing principle explains which supplier to recommend.
The overseas quote is 6% cheaper. Which supplier should we use for this bracket order?
Recommend the domestic supplier to the operations director for approval. The owner’s sourcing principle favors domestic suppliers for quality-critical parts, and policy §1.3 requires director sign-off above $25,000.
- Record or approved ruleQuotes Q-7720 and Q-7724 · ERP
Domestic quote: $27,000; overseas quote: 6% lower for the same quality-critical brackets.
- Record or approved ruleApproval authority · Company policy §1.3
Purchases over $25,000 need sign-off from the operations director.
- Captured team knowledgeSourcing principle · Captured from the owner
Prioritize domestic suppliers for quality-critical parts after past delivery problems.
Prepared for review. The responsible person approves changes under your company’s authority rules.
People keep needing the owner to explain the rule
When the reasoning behind a policy stays with the owner, employees keep returning for the same decisions. CompanyOS gives employees and agents a shared set of principles and approval limits, so recommendations reflect how the company operates.
Work your team can review and use
- Find the policy and approval limit that apply to a proposed decision
- Identify who should approve an exception before work proceeds
- Draft messages using your terminology and approved claims
- Apply your data-use and recording policies to agent instructions
- Review approval patterns that suggest a policy needs clarification
- Keep agent instructions aligned when an owner approves a policy change
Approval rules apply across the company
Explore all domainsLet’s start with one recurring problem.
Bring a decision that keeps coming back to the owner. We’ll look at the principle, missing rule or approval question behind it.