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Agent policy is the rulebook for every write the assistant or a background agent proposes. Change it from Settings → Agents.
You need the admin role to change agent policy.

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Modes

Each action uses one of three modes:
  • Require approval — the write appears in Approvals and waits for a teammate.
  • Auto-execute — the write runs as soon as it is proposed.
  • Deny — the write is blocked. An approval is still recorded as denied, so you can see what was attempted.
Default applies to any action that does not have its own row. Out of the box, the default is Require approval.

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Default settings

Yorlet ships with these action rules:
  • Create note — Auto-execute. Internal notes are treated as low risk.
  • Send email — Require approval. Customer-facing mail waits for a person.
  • Enrol in Recover — Require approval. Opening a recovery case waits for a person.
You can change any of these. Sending email yourself, or with an API key, is not affected — policy only applies to agents.

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Change a rule

To change agent policy, follow these steps:
  1. Go to Settings → Agents.
  2. Set Default if you want a new fallback for actions without their own row.
  3. Under Actions, set the mode for Create note, Send email, or Enrol in Recover.
  4. Click Save.
Click Cancel to discard unsaved changes.

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Amount caps for Recover

Enrol in Recover can also use an amount cap. The field appears when the mode is not Deny.
  • If the mode is Auto-execute, Require approval above sends larger enrolments to Approvals and auto-runs smaller ones.
  • If the mode is Require approval, Auto-run up to auto-runs smaller enrolments and still waits on larger ones.
Leave the amount empty if every Recover enrolment should follow the mode on its own.

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Agent email

The Agent email setting on the same page chooses which provisioned address the email agent, Recover triage, the assistant, and Claude or ChatGPT send from. If you have not provisioned one yet, click Provision one to open Settings → Emails. See Agents and Inbox.