Approvals

By default an agent asks before it does something that leaves the server or changes something outside it: sending an e-mail, creating a calendar event, writing to a connected service. The question arrives as an approval card with everything the agent would do.

Where you decide

• In the conversation where it was asked: web chat, Slack or Telegram.
• In Waiting on you, a console page that lists every open approval from every conversation, with the full detail and the buttons to decide.

A message an agent sends on its own that needs your decision, such as a proposal to file something in your CRM, can arrive in your web chat inbox as the facts plus a Reply. The approval card then appears in that chat and under Waiting on you.

How much an agent may do alone

Each agent and each capability has a level: acts on its own, asks first, or never. You set it in the console, and a change reaches the agent at its next action. Some actions always ask, whatever the level: moving money, deleting data, contacting someone for the first time, publishing, and an agent changing its own autonomy.

The page records permission checks, not whether an action was delivered; the original conversation shows the result.

More: agents and permissions.