Review and respond to an agent approval request
Review an AI agent’s pending action, assess risk and priority, add notes, and either approve or reject the request.
This guide is designed for project manager.
Steps
Step 1: Open the approval request card
Locate the approval card for the agent’s pending action in your approvals list. Review the agent name, requested action, and when the request will expire, paying attention to any expiring-soon warning.
Step 2: Check the risk level and priority
Review the highlighted risk badge and priority indicator on the card to understand the potential impact of the action. Use this information to decide whether the request needs urgent attention or further scrutiny.
Step 3: Expand the request details
Select the expand control on the card (for example, a chevron icon) to reveal the full request details, including any additional context the agent has provided about the action it wants to take.
Step 4: Add review notes or a rejection reason
In the notes field, type any comments you want to record about your decision. If you intend to reject the request, ensure you enter a clear reason, as rejections cannot be submitted without one.
Step 5: Approve the agent action
If you are satisfied with the request, select the approve button. Your notes will be sent with the approval, and the agent will proceed with the requested action once processing completes.
Step 6: Reject the agent action
If you decide not to allow the action, select the reject button. If you have not entered a reason, an error message will prompt you to provide one before the rejection is submitted.
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Last updated: 2026-06-27