Approvals and Escalations

Control when you need—automation when you don’t

Add approvals where you want control, and let agents escalate when they need help.

How it works

From automation to collaboration—instantly

Let your agents take the lead—but call in humans when needed. Whether it's real-time Slack alerts or detailed email escalations, your agent knows how to keep the right people informed.

What needs your attention today?

With simple, flexible rules, your agent knows when to:
✅ Pause for human approval before taking action 
✅ Escalate anything unclear, complex, or sensitive 
✅ Alert your team wherever they work—Slack, email, and more

Features

Scale with confidence — add approvals and smart escalations anywhere

Set escalation rules in plain English

Write natural instructions like “Escalate any payment request” or “If the message is unclear, ask the team.” No logic trees. No code.

Add approvals to any step

Set any task to pause for sign-off—like sending an email or publishing a post. Keep full control over the moments that matter.

Let agents escalate through your tools

Your agent alerts the right people through Slack, email, or wherever your team works—instantly and with full context.

Improve with every interaction

Use approval and escalation history to fine-tune your agent’s behavior. More autonomy where it works. More support where it doesn’t.

FAQs

Can’t find the answer here? Contact our support team.

What does Approvals & Escalations do?

It gives you control over your agent’s workflow. Add approvals where you want oversight, and let agents escalate anything they can’t confidently handle.

Can I choose where approvals happen?

Yes. You can turn any task—like sending an email or editing a record—into an approval step. Everything else can run automatically.

How do I set up approvals and escalations?

Each task can run in one of three modes:

– Approval mode: pause and wait for your sign-off
– Let agent decide: run if confident, escalate if not
– Autorun: always run automatically

You can also write escalation rules in plain English—like:
‍“Always escalate any payment request” or “If unsure, ask the team.”

Who gets notified, and where?

You decide. Choose the people and channels—Slack, email, and more. Notifications land right where your team already works.

Is this only for urgent issues?

No. Escalations catch anything that needs input, urgent or not. Approvals are there for any task you want to personally review.

Does it work with my tools?

Yes. It integrates with Slack, email, and other tools in your stack—so agents fit seamlessly into your workflow.