Approvals
Approve, reject, or edit what a worker proposes before it happens, and undo actions that ran without asking.
By default, a worker asks before it does anything that changes your workspace or reaches a client. Each proposal shows what the worker wants to do and the details: the record, the values, the recipient, or the message. Nothing happens until you decide.
Where approvals appear
Open the case. Proposals waiting for you are under Needs your approval. On the Workers page, a worker with proposals waiting shows how many are waiting for you, and the Work page lists the cases that need you.
Your three choices
- Approve runs the action as proposed.
- Reject declines it. You can answer "What should it do differently?" so the worker has your reason. The question is optional.
- Edit first lets you change the fields of the proposal, for example the wording of a message, and then choose Approve with changes. The edited version is the one that runs. Choose Discard edits to go back to the original.
Review the details every time. The worker can misread a record, use an old fact, or word something badly, and approval is where you catch that.
Edits teach the worker
When you edit a proposal, Agiled treats your change as a correction. It counts toward that action's record, and Agiled may suggest a lasting rule from it, such as how you phrase a payment reminder. That suggestion appears for you to confirm or reject. Nothing is saved as a rule until you confirm it. See What Agiled knows.
Approve several at once
In an Agiled AI chat, when several proposals are waiting, an Approve all button approves them together. Proposals you have edited are left out so you can review them yourself. Worker proposals are decided one case at a time. Open a few first to check they say what you expect.
Who sees approvals
You only see proposals for cases you have permission to see. A worker acts with the permissions of the person who set it up, and a proposal is only offered for something that person could do. See Safety and permissions.
Undo an action that ran without asking
In Agiled AI chat, when an action runs without asking, a line under the answer says what was done, with an Undo button when the action can be reversed. Not every action can be undone, and an email that has been sent stays sent. When a worker runs an action on its own, the case timeline records it and your daily digest lists it. See Earned autonomy.
Assignments
For a one-off assignment that produces a file, the Work page has its own review step. Approving a proposed change and accepting the finished work are separate decisions. See Review worker results.