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Approval & Control

Flexible human-in-the-loop system with custom approval workflows - AI agents define 1-20 custom actions with dynamic forms, no code changes needed

Define custom approval workflows with multiple decision paths, dynamic forms, and flexible routing - all configured by AI agents without frontend code changes.

What It Does

Approval & Control provides a flexible human-in-the-loop system where AI agents can define 1-20 custom actions per approval task. Instead of being limited to simple "approve/reject" buttons, you can create complex decision workflows with actions like "Approve", "Approve with Changes", "Request Revision", "Escalate to Manager", and "Reject" - each with optional forms to collect specific information and routing to different agents or workflows based on the action taken.

Example: Contract review can have 5 actions: Approve (routes to sending agent), Approve with Changes (form collects change details, routes to editing agent), Request Major Revision (confirmation dialog + form), Escalate to Legal (form captures concern + priority), and Reject (confirmation + reason form). All defined in agent configuration - the UI generates buttons and forms automatically.

Decision Capture (Planned Q2 2026): Every approval, rejection, and edit is captured as structured data. This enables workflow optimization analysis: identify patterns like high approval rates (AI proved reliable) vs high rejection rates (AI needs improvement). Foundation for future optimization recommendations.

Why It Matters

69 percent of businesses say they need to verify AI decisions before execution. The concern isn't whether to use AI - it's about maintaining control and catching mistakes before they impact customers or operations.

What makes Elevasis unique: Unlike traditional approval systems with fixed "approve/reject" buttons, our flexible actions system lets AI agents define entirely new approval workflows without code changes. Need "Escalate to Legal" with a priority selector? Add 10 lines of configuration. Want "Approve with Changes" that collects specific edits in a form? Another 10 lines. The UI automatically generates buttons, forms, and routing - no frontend development needed.

This means approval workflows can evolve with your business without engineering bottlenecks. Competitors require weeks of development for each new decision type. Elevasis does it in minutes through agent configuration.

Business Impact

Save 80 percent of the time on repetitive tasks while maintaining quality control. A proposal that takes 2 hours to create manually can be reduced to 12 minutes of AI work plus 3 minutes of human review. You get the time savings without the risk of mistakes reaching customers.

Flexibility Advantage: Create approval workflows as complex as your business needs without waiting on engineering. Contract reviews with 5 decision paths, email campaigns with tone editing forms, financial transactions with multi-level escalation - all configured declaratively by AI agents. Competitors can't do this.

Optimization Potential (Planned): Decision capture enables data-driven workflow refinement. High approval rates indicate where AI performs reliably. High rejection rates reveal where prompts need improvement or additional guardrails are needed. This data foundation supports future optimization capabilities.

How It Works

Identify Critical Points

During implementation, we identify where approvals make sense (before sending emails, before financial transactions, before client deliverables).

Add Approval Gates

We insert approval checkpoints at those points in the workflow or agent process.

AI Pauses for Review

When execution reaches an approval gate, AI stops and notifies you (email, Slack, or in-platform notification).

Review the Work

You examine what AI created or decided, seeing full context and details.

Make Your Decision

Choose from custom actions defined by the AI agent (e.g., Approve, Approve with Changes, Request Revision, Escalate, Reject). If the action has a form, fill in required information. Each action can route to different agents/workflows based on your choice.

Execution Continues

Based on your decision, the appropriate next step happens automatically.

Use Cases

Common Questions

What actions can I define?

You can create 1-20 custom actions per approval task. Each action has: a unique ID, button label, visual style (primary/secondary/danger/outline), optional icon, optional confirmation dialog, optional form (6 field types: text, textarea, number, select, checkbox, radio), and optional routing target (which agent/workflow to execute next). The UI automatically generates the interface from your configuration.

Common action patterns: Approve (primary action, routes to completion), Approve with Changes (form collects edits, routes to editing agent), Request Revision (confirmation + feedback form, routes back to generating agent), Escalate (form captures reason + urgency, routes to manager workflow), Reject (confirmation + reason form, routes to rejection handler).

Can actions have forms to collect information?

Yes. Each action can have an optional form with 1-10 fields. Supported field types: text input (short text), textarea (multi-line text), number input (with min/max), select dropdown (choose one option), checkbox (yes/no), and radio group (explicit single choice). Forms can have default values, validation rules, and help text. User-submitted form data combines with task context and routes to the target agent/workflow.

Example: "Approve with Changes" action might have a form with: changes (textarea, required, "Describe what needs to change"), priority (select dropdown: Low/Medium/High, default: Medium), and requiresLegalReview (checkbox, "Check if legal should review changes"). All data passes to the editing agent for processing.

What happens when I select an action?

Different things based on the action configuration. If the action has a form, a modal opens to collect information. If it has confirmation enabled, you see a confirmation dialog first. Once confirmed, the task updates to the appropriate status (approve → approved, reject → rejected, others → completed) and if the action has a target, that agent/workflow executes with combined payload (original task context + your form data + any notes you added). If no target, the task simply completes.

Decision Capture (Planned): Your action choice and form data are captured as structured data. Patterns like "always escalates contracts over $50k" or "consistently edits tone on email campaigns" inform future optimization recommendations. Decision data helps identify where automation can be refined.

How quickly do I need to respond to approval requests?

You set the urgency. Time-sensitive automations can send immediate notifications (Slack, email) requiring response within minutes. Less urgent can batch approvals (daily digest) where you review multiple items at once. If you don't respond within your defined timeframe, the system can auto-escalate to another team member or pause safely until you're available.


Last Updated: 2025-11-15