Approval & Control
Flexible human-in-the-loop system with custom approval workflows - AI agents define 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 custom actions per approval task. Instead of simple approve/reject buttons, you can create multi-path 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 chosen.
Every approval decision is captured as structured data from day one. See Decision Capture & Learning for how that data powers future workflow optimization.
Key Benefits
- Maintain quality control without blocking automation -- AI does the work, humans approve before it matters
- Define any decision workflow in agent configuration; no frontend development required
- Forms collect structured input (edits, escalation reasons, priority) alongside the approval decision
- Each action routes to a different next step -- approve sends, request revision routes back to the generating agent
- All decisions are auditable with full history
Flexible Actions
Actions are stored as configuration that the UI renders automatically into buttons, forms, confirmation dialogs, and routing logic. Adding a new decision type -- "Escalate to Legal with priority selector" -- takes a few lines of agent config, not a sprint. This lets approval workflows evolve with your business without engineering bottlenecks.
Supported form field types: text, textarea, number, select dropdown, checkbox, radio group, and rich text editor.
Common Use Cases
- Email review -- AI drafts outbound messages; sales rep reviews in 2 minutes, edits if needed, approves; email sends automatically
- Financial transaction approval -- AI calculates invoices; accounting manager reviews breakdown, approves or flags; invoice sends after approval
- Client deliverable review -- AI generates weekly reports; project manager reviews, edits tone if needed, approves; report delivers to client
Last Updated: 2026-05-22