CoherenceCOHERENCE

Approvals

Human-in-the-loop approval workflows for AI agent actions and sensitive operations

The Approval system gives you control over what AI agents can do autonomously. Set up rules that require human review before sensitive actions are executed — like sending emails, publishing landing pages, or creating records in specific modules.

How It Works

  1. Define rules — Admins create approval rules that match specific actions (e.g., "all outbound emails require approval")
  2. Agent triggers action — When an agent attempts a gated action, the system checks for matching rules
  3. Approval requested — If a rule matches, the action is paused and an approval request is created
  4. Reviewer decides — The assigned reviewer (manager, role, specific user, or record owner) approves or rejects
  5. Action resumes — Approved actions are automatically executed; rejected actions are cancelled

Creating Approval Rules

  1. Navigate to Admin > Approvals
  2. Click Create Rule
  3. Configure:
    • Resource type — What kind of action triggers this rule (agent action, record mutation)
    • Action type — The specific action (send email, post to social, create record, etc.)
    • Conditions — Optional filters to narrow when the rule applies
    • Primary resolver — Who should approve (named user, manager, role, record owner, or auto-approve)
    • Fallback resolver — Backup reviewer if the primary is unavailable

Resolver Types

ResolverDescription
Named userA specific person always reviews these requests
ManagerThe requesting user's manager (set via User Settings)
RoleAnyone with a specific role (e.g., all admins)
Record ownerThe owner of the affected record
AgentAnother AI agent can auto-review (for lower-risk actions)
Auto-approveAutomatically approved after a delay (useful for logging without blocking)

Gated Agent Tools

By default, approval rules can gate these agent actions:

  • Send email — Outbound emails composed by agents
  • Post to social — Social media posts
  • Create landing page — Public landing pages
  • Create record — New records in specified modules
  • Update record — Modifications to existing records
  • Browse website — Computer use / browser automation sessions

Reviewing Pending Approvals

Reviewers can see pending approvals in their Approval Inbox:

  1. Navigate to Approvals in the sidebar
  2. Review the pending request details (who triggered it, what action, context)
  3. Click Approve or Reject

Approved actions resume automatically. The agent task is re-queued and executed with the original parameters.

Expiration

Approval requests have an optional expiration time. If a request isn't reviewed before it expires, it's automatically marked as expired and the action is cancelled. Configure expiration per rule.

Permissions

PermissionRoles
approval:manageAdmin, Owner — create and manage rules
approval:resolveAll users — review and resolve pending approvals
approval:viewManager+ — view approval history