Help Center

Docs

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.

An action lands in the queue when it needs a person: because the level the agent runs at holds it, because the permission on that action is Ask first, or because it is on the always-asks floor that no level moves. The queue’s home is the Inbox section of the Agents home, 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 exact record and entity the change would touch.
  • Recipients and content: the immutable public envelope for any message or external effect.
  • Risk: folded into that consequence sentence as its first word, and only above the low tier, so a consequential change reads differently instead of wearing a badge.
  • Run state: the proposal remains valid only while its parent run is active and waiting.

Approving and rejecting

One at a time, or in bulk.

Approve and Reject sit on the row itself, so clearing a queue does not mean opening one panel per item. The row is the third affordance: expand it for Details, or choose Edit before approving to change what would be sent before you agree to it.

1

Review the proposal

Read the action, open the affected record if you need more context, and check the risk and exactly what would change.
2

Approve

The exact decision is saved immediately. A background worker rechecks authority and then claims the effect exactly once.
3

Reject

The action is discarded and never runs. You can add an optional reason for the record.
Approval does not run inside the web request. It queues an exact effect. Double-clicks, another tab, retries, and worker restarts return the same decision instead of duplicating the change.

Filtering the queue

Find the items you care about in a busy queue.

Filter by agent to focus on one, by record type to focus on companies or deals, and by risk to triage high-risk items first. A proposal becomes stale if its parent run ends or the original grant, record, recipient, parameters, or authority no longer matches. It must be proposed again before it can run.

Exact batch decisions

Every item keeps its own target, fingerprint, and outcome.

A batch preview declares whether you may approve a subset or whether the batch is all-or-nothing. Every item receives an explicit approve or reject decision. Editing one item invalidates only that item's fingerprint and creates a new preview before it can be approved.

The final receipt identifies which exact items completed, failed, or were refused. A bulk button never turns the visible filter into broader authority.

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.