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A mandate is a short text in your own words, and it holds whatever rules you want your agent to follow: which merchants, which products, which conditions, which limits. Praesia approves or refuses each purchase against your mandates. Each mandate has a short title, and its text is always in English, whatever language you use with your agent. Your agent can also pay anyone: “You pay any merchant, up to $300 a month.”

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Write it with your agent

You don’t write the text alone. Ask your agent for a mandate, answer its three questions, and open the approval link when you agree with the draft. Once you’ve approved with your passkey, tell your agent. It reads its status and tells you whether it can pay.

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Examples

You pay hotels at booking.com: 4-star only, with a swimming pool, no balcony, max $200 a night, up to $500 a month.
A 4-star hotel with a pool at $180 a night fits. A 3-star hotel, or a room with a balcony, doesn’t.
For a mandate that works with test funds, see Sandbox.

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Write objective rules

Write each rule as one fact that a product page or a checkout page can show. If a rule is too vague, Praesia refuses the draft before you approve it, and your agent asks you what you meant.

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Set the budgets

Praesia has two kinds of budget, and a purchase must fit both. Each budget runs for a day, a week, a month, a year or in total. A total never renews.
Your first agent budget matches the budget of your first mandate, unless you ask for another amount. Check it before you approve, because you can’t change it yet.
The lower limit always applies. A mandate may allow $600 per booking, but with an agent budget of $300 a month, Praesia refuses a $450 hotel.

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Change or add a mandate

Ask your agent. It picks the right path and gives you a new approval link. The old mandate stays in force until you approve the new one. Each new draft ends the previous approval link. To give a kind of purchase its own agent, ask your agent, for example “Create a new agent for office supplies”.

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Next steps

Sandbox

Test a mandate with test funds.

Tools

See what your agent can do.