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Help Center

Overview
OverviewBuilding an AutomationTriggersConditions, Waits & ActionsAI Agent StepsThe Approvals QueueRuns & AnalyticsTemplates
Help CenterAutomationsThe Approvals Queue

The Approvals Queue

Review, approve, and reject the actions your AI Agents propose before they touch your CRM.

What the queue is

One place to clear every pending action across all your agents.

When an agent proposes an action that needs sign-off, because it requires approval, or the action is risky, or the agent’s confidence was below your threshold, that action lands in the Approvals queue. The queue’s home is Approvals on the Agents page, and a pending count rides the Agents item in the sidebar so you know when something is waiting.

Nothing in the queue has happened yet. Each item is a proposed change held back until you decide.

What each item shows

Enough context to decide without leaving the queue.

  • Action — what the agent wants to do, in plain language.
  • Affects — the record and entity the change would touch, linked so you can open it.
  • Confidence — how sure the agent was.
  • Risk — low, medium, or high, so the consequential changes stand out.
  • Expires — when the proposal lapses if no one acts on it.

Approving and rejecting

One at a time, or in bulk.

1

Review the proposal

Read the action, open the affected record if you need more context, and check the confidence and risk.
2

Approve

Each approved action runs its CRM change for real, not a preview. Use Approve all to clear a filtered batch at once.
3

Reject

The action is discarded and never runs. You can add an optional reason for the record.
Approving runs the change immediately. Approve all applies to the items currently shown, so narrow the filters first if you only want to clear part of the queue.

Filtering the queue

Find the items you care about in a busy queue.

Filter by agent to focus on one, by entity to focus on companies or deals, and by risk to triage the high-risk items first. Items that lapse before anyone acts are marked Expired and no longer run.

Acting on the queue requires the approvals permission. Teammates without it can see that work is automated but cannot approve or reject on your behalf.

Related Articles

AI Agent Steps— Why an action ends up in the queueRuns & Analytics— See approved and rejected actions in run historyAutomations Overview— Rules vs AI Agents
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