What Can Be Approved
Email Campaigns
Review email content and recipients before sending automated emails.
Custom Actions
Review custom data, messages, or decisions generated by workflows.
Surveys
Review survey content before distribution.
How It Works
- Workflow Triggers: A workflow runs (from a schedule, activity, or manual trigger)
- Approval Step: The workflow reaches a Human-in-the-Loop (HIL) component
- Pause & Notify: Execution pauses and an approval request is created
- Review: The designated approver reviews the pending action
- Decision: Approver approves or rejects
- Continue or Stop: If approved, the workflow continues. If rejected, the workflow stops.
Accessing Approvals
Navigate to Approvals from the main menu to see your pending items. Two Views Available:| View | Access | Description |
|---|---|---|
| My Approvals | All users | Approvals assigned to you |
| Track Approvals | Admins only | All approvals in the organization |
Approval Statuses
| Status | Meaning |
|---|---|
| Pending | Waiting for approval decision |
| Approved | Action approved and workflow continued |
| Rejected | Action rejected and workflow stopped |
Testing Approvals in the Playground
You can test Human-in-the-Loop approval steps directly from the Agent Studio playground without activating your workflow:- Open your automation in Agent Studio
- Click Play (▶) to run the workflow in the playground
- When the workflow reaches a HIL component, it pauses and creates a test approval
- Navigate to Approvals to review and approve/reject
- The playground run resumes after your decision
Quick Actions
From the Approvals page you can:- View details: Click any approval to see full content
- Approve: Allow the action to proceed
- Reject: Stop the action from executing
- Bulk approve/reject: Select multiple items and act on them at once
Next Steps
- Working with Approvals - Review, approve, and reject items
- Tracking Approvals - Monitor all approvals (admin)