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  4. Approval Inbox

Approval Inbox

How to review and approve agent actions that require human oversight before execution.

Some agent actions require human approval before they execute. Those pending items appear in the Approval Inbox.

Before You Start

  • Open Approval Inbox from the agent workspace area
  • Make sure you are a reviewer, manager, or another user allowed to approve actions
  • If you can view approvals but cannot act on them, ask a workspace admin to review your permissions

What Requires Approval

Approvals are triggered when an agent attempts high-impact actions, such as:

  • Publishing content to social media channels
  • Executing workflows that modify external data
  • Sending communications on behalf of your business
  • Actions flagged by workflow approval checkpoints

Viewing Approvals

  1. Go to Agents → Approval Inbox in your workspace.
  2. Each item shows:
    • The agent requesting approval
    • The workflow or action being proposed
    • A preview of what will happen if approved
    • Timestamp of the request

Approving or Rejecting

  • Approve — The agent proceeds with the action
  • Reject — The action is cancelled and the agent is notified

Review the proposed action carefully before approving, especially for:

  • Social media posts (check tone, accuracy, and branding)
  • Customer communications (verify the message is appropriate)
  • Data modifications (ensure the changes are correct)

Setting Up Approval Requirements

Approval checkpoints can be configured in your workflows:

  • Add an approval step between the AI generation and execution steps
  • Configure which team members can approve
  • Set up email notifications for pending approvals

Common Issues

I do not see an approval I expected

  • Check whether the workflow or agent is actually configured to require approval
  • Check whether the action already ran automatically under the current approval mode
  • Check whether another reviewer already approved or rejected it

I can see approvals, but I cannot approve them

That usually means your role does not have the required approval authority for that workspace or workflow.

Best Practices

  • Review approvals promptly — pending items block agent execution
  • Use approval workflows for any customer-facing content
  • Start with approvals enabled, then relax them as you trust the agent's output

Related Guides

  • AI Agents Overview
  • Creating Custom Agents
  • Social Draft Inbox
  1. Before You Start
    1. What Requires Approval
    2. Viewing Approvals
    3. Approving or Rejecting
    4. Setting Up Approval Requirements
    5. Common Issues
    6. Best Practices
    7. Related Guides