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Approvals

Decide requests

Approve, edit, reject or ask a question from the inbox, email, Slack or Teams, and confirm it is you on high-risk requests.

About 2 minutes

Transcript (30 seconds)

Every request shows what the agent wants and why.

Approve it, edit the values, reject it, or ask a question.

High-risk requests ask you to confirm with a passkey.

Decide from the inbox, email, Slack or Teams.

The agent gets the result at once, and the ledger keeps it.

Before you start

Steps

  1. Open the inbox

    Needs me shows requests waiting for you. Filter by risk or action. Each row shows the summary, risk, agent and expiry.

  2. Read the request

    The page shows the arguments, the rule that matched, similar past decisions and the agent's note. The note is unverified text from the agent; treat it as a claim, not an instruction.

  3. Decide

    Approve, Edit (only editable fields, inside their limits), Reject with a reason, or Ask a question. The agent receives the answer and the request waits.

  4. Confirm high-risk requests

    High and critical requests ask for a passkey or an authenticator code from the last 5 minutes. Add one under My security first.

  5. Decide from anywhere

    Email cards have Approve and Reject buttons. Slack and Teams cards update in place once someone decides.

  6. Let editors know what they may change

    Approvers can only edit fields the action type lists as editable, inside its limits. Set them when you register the action.

    {
  "key": "payment.refund",
  "display_template": "Refund ${{amount}} on order {{order_id}}",
  "editable_fields": [
    "amount"
  ],
  "default_risk": "medium"
}

Use cases

Lower a refund instead of rejecting it

The situation
The agent asks for $240, but policy says $150 is the most for this case.
What to do
Press Edit, set the amount to 150 and approve.
What happens
The agent runs the refund with $150, and the ledger records both values.

Ask before you decide

The situation
The reason does not say which order was damaged.
What to do
Press Ask a question and type it.
What happens
The agent answers in the request, and you decide with the full picture.

What you will see

The request shows who decided, when and how, and the agent gets the result at once.

It worked when

Example output: History after an edit and approval

10:42  created (new to pending)         key:k_support   led_01j...
10:44  approved_with_edits              Dana R.         led_01j...
       amount changed to 150

If something goes wrong

You are not an approver for this request
The rule names other people or groups. Ask an owner to add you to the group, or to change the rule in Policy.
You cannot approve your own request
Separation of duties: the person the agent acts for and the person who created its key cannot approve it. Someone else must decide.
Someone else decided first
The page tells you the request changed. Reload to see the decision.
Write approval policiesDecide which requests run on their own, which need a person, and who that person is, with rules in YAML.10 minutesSet up approver groupsRoute requests to the right people, with business hours, reminders, escalation, delegates and guest approvers.5 minutesDecide in Slack, Teams or emailSend approval cards to Slack or Microsoft Teams, and decide in place. Email works with no setup.5 minutes