> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent policy

> Decide which agent actions run on their own, which wait in Approvals, and which are blocked.

Agent policy is the rulebook for every write the assistant or a background agent proposes. Change it from [Settings → Agents](https://dashboard.yorlet.com/settings/agents).

<Note>
  You need the admin role to change agent policy.
</Note>

## Modes

Each action uses one of three modes:

* **Require approval** — the write appears in [Approvals](/business-automation/ai/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**.

## 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.

## Change a rule

To change agent policy, follow these steps:

1. Go to [Settings → Agents](https://dashboard.yorlet.com/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.

## 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.

## 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](/business-automation/ai/mcp) send from. If you have not provisioned one yet, click **Provision one** to open [Settings → Emails](https://dashboard.yorlet.com/settings/emails). See [Agents and Inbox](/business-automation/inbox/agents).