Approval is the mechanism that lets you decide whether the operations the agent has prepared should actually go ahead. You simply set your goals and approve, while the agent handles the planning, preparation, broadcasting, and analysis.
What exactly is approval?
Approval is the mechanism that gives you the final say on whether to run an operation the agent has prepared. An approval prompt appears in the Marketing Agent chat, where you choose either "Execute" or "Not now".
The agent takes care of work such as preparing broadcasts, writing copy, and designing segments. All you need to do is review the content and decide whether it should go ahead.
What happens to an operation if I don't approve it?
An operation that isn't approved is not carried out. The agent never sends a message or runs a workflow without your confirmation.
If you choose "Not now" on the prompt, that operation is dropped. When you're unsure, you can ask the agent for its reasoning or have it suggest an alternative.
What happens if I leave an operation pending approval?
A broadcast left without schedule approval is never scheduled, so it isn't sent. A broadcast whose schedule you've already approved is sent as planned even if you don't respond to the day-before preview notification. To stop it, use "Cancel scheduled delivery" in the broadcast list to return it to a draft.
Can I make every operation automatic?
It depends on the type of operation. High-risk operations are designed to require approval regardless of your Trust Score.
Operations such as creating drafts and creating or editing segments start to run automatically without approval as your approvals accumulate (as a guide: about 5 approvals for Notification Only, 20 for Automatic). There's currently no screen for changing the Trust Score manually. You can check the current handling of each operation under "Trust in AI Agent" on the Dashboard.
Trust levels
| Level | What the agent does |
|---|---|
| Requires Approval | Always asks for your approval before running |
| Notification Only | Runs the operation and tells you the result |
| Automatic | Runs automatically with no approval or notification |
Can I undo an approval?
Even after you've approved a broadcast, you can call it off as long as it's before the scheduled send time. A scheduled broadcast can be returned to a draft, then rebuilt and rescheduled if needed.
How to cancel
- Open the broadcast you want from the Message Broadcast list.
- Select "Cancel Scheduled Delivery".
- Click "Cancel" on the confirmation screen.
The broadcast returns to a draft. A broadcast whose scheduled send time has passed, or one that has already been sent, can't be called off.
What should I do if I want the content changed?
Just tell the Marketing Agent in the chat what you'd like changed. Say it in natural language, such as "make it a bit more casual" or "move the send time to the afternoon," and the agent will revise the content and present a new version.
There's no need to rush your approval. You can ask for adjustments as many times as it takes to get content you're happy with.
Where do approval prompts arrive?
They arrive in the Marketing Agent chat screen. Once the agent finishes preparing, an approval prompt appears in the chat.
You can also check messages from the agent and the status of pending approvals under "Notifications" on the Dashboard.
Can I see a history of approvals?
You can look back on your past approvals and cancellations in the Marketing Agent chat history. There's currently no screen that lists the approval history.
When you open a past conversation, the approval cards show which operations you approved or passed on. This is helpful for looking back on what the agent has done.
When there are multiple members, who approves?
The person tied to the agent that prepared the operation is the one who approves it. A broadcast prepared for a particular member asks that member for approval.
If you'd like to know how to fit this to your Workspace setup, such as whether to let other members approve on someone's behalf, please contact support.