Scope
This guide covers daily operation for Agent Approvals. Availability depends on your tenant package, role and configured providers.
Purpose
Keep proposed AI work behind explicit human decisions.
Inspect evidence, proposal and requested action.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Inspect evidence, proposal and requested action.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Route completed agent work into approval queues.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Measure acceptance, revisions, rejections and follow-through.
Verify the result
Measure acceptance, revisions, rejections and follow-through. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Preserve reviewer, decision, evidence and timestamps. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.