AI Agent approvals

Review, edit, approve, reject, and audit AI-proposed follow-up actions.

6 min readUpdated June 2026

Open the queue

Open AI Agents, then choose Review or Approvals.

Video walkthrough placeholder showing approval filters, draft review, source evidence, edit, approve, reject, and bulk actions.
Video: Review AI Agent approvals
Video walkthrough placeholder showing approval filters, draft review, source evidence, edit, approve, reject, and bulk actions.
AI Agent approvals queue with filters, proposed email or SMS draft, source evidence, approve, reject, edit, and bulk action controls.
AI Agent approvals queue with filters, proposed email or SMS draft, source evidence, approve, reject, edit, and bulk action controls.

Review each proposal

  • Read the proposed action.
  • Open source evidence and linked timeline activity.
  • Edit wording if needed.
  • Approve, reject, or assign back to a rep.

Use filters

  • Owner or team.
  • Channel.
  • Urgency or SLA age.
  • Agent or module.
  • Record type and stage.
Approval detail panel showing an editable AI draft, cited source events, linked contact or lead, and audit metadata.
Approval detail panel showing an editable AI draft, cited source events, linked contact or lead, and audit metadata.

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

Start freeEmail support