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Approvals is the inbox for agent writes that need a person. The assistant, the email agent, Recover triage, and Claude or ChatGPT can all create them. You can review every approval from the Approvals page.
Approving an action needs the Operations plus or Admin role. Other teammates can still open Approvals and read the queue.

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Approval statuses

Every approval has a status: The Approvals page has tabs for Pending, Executed, Denied, and Failed. Use the split view to read an approval beside the list, or switch to the table view.

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Review an approval

Open an approval to see:
  • The Action — for example Create note, Send email, Enrol in Recover, Create task, Progress application, Update viewing, or Create maintenance issue.
  • The Agent that proposed it — for example Yorlet assistant, Email agent, or Recover triage.
  • Reasoning — why the agent thinks the write should happen.
  • Policy — whether this action was set to auto-run, require approval, or deny.
  • The arguments. For Send email, this is the recipient, subject, and body rather than raw fields.

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Approve an action

Approving runs the write immediately — sends the email, attaches the note, opens the recovery case, or completes the other action. To approve an approval, follow these steps:
  1. Go to the Approvals page.
  2. Open the Pending tab.
  3. Find the row and click Approve, or open the approval and click Approve.
You can also click Approve on the card in the assistant chat. On a pending email from a thread, the chat card also has Use in reply. That puts the draft in the Inbox reply box so you can edit it there, and closes the approval without sending.

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Deny an action

Denying stops the write. The agent does not retry it. To deny an approval, follow these steps:
  1. Go to the Approvals page.
  2. Open the Pending tab.
  3. Click Deny on the row, or open the approval and click Deny.
  4. Optionally enter a Reason for the audit trail.
  5. Click Deny.

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What creates an approval

An approval appears when policy is Require approval, or when an auto-run is above an amount cap you set for Recover. Typical sources:
  • You asked the assistant to send an email, add a note, create a task, enrol in Recover, progress an application, update a viewing, or raise a repair.
  • Someone emailed the agent address and the email agent drafted a reply.
  • Recover triage proposed enrolment, a send, or a note on aged arrears.
  • Claude or ChatGPT called the same tools.
Change which of these wait for you in Agent policy.