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

# Approve, edit or reject what an AI employee proposes

> Read an AI employee's proposal, edit it, then Allow once, Always allow or Deny. Unanswered background cards expire; only an Owner or Administrator decides.

An AI employee changes nothing in another system until a person approves it. Every reply, ticket,
post, CRM change or reminder it proposes waits in **Approvals**, where an Owner or Administrator reads
it, can edit its wording, and approves or rejects it. Approving carries the action out once, exactly
as shown; rejecting carries out nothing.

> [!WARNING]
>
> AI employees are in **beta**, off unless your deployment has switched it on. Until a tool is
> connected, an approved action is recorded as **Not sent**, and nothing is sent anywhere. Its
> wording stays under **Not sent** for you to copy and use by hand. See [AI
> employees](https://docs.mithunai.com/team/overview.md).

## Where proposals wait

* **Approvals**, in the rail, holds every employee's waiting actions in one queue. The number beside
  it is the total waiting.
* Each employee's page shows only its own, under **Waiting for approval**.
* The **Overview** lists the first four, with **Review approvals** to open the queue.

When nothing waits, the queue says **Nothing is waiting for you**. **Decided**, beside **Waiting** at
the top of **Approvals**, lists what has already been approved or rejected and what happened.

### Filter the queue

When more than one employee has something waiting, chips above the queue narrow it:
**Everyone** and one chip per employee, each with its count, such as *Sales (2)*. Choose one to see
only that employee's proposals; choose **Everyone** to see them all again. The filter does not leave
the page or change anything.

## Read a proposal

Each proposal is a card, read top to bottom the way you would decide:

| Part of the card | What it tells you |
| - | - |
| The employee and **Proposed** *time* | Who proposed it and how long ago |
| Status | **Waiting for you**, **Approved**, **Rejected**, **Done**, **Failed**, **Not sent** or **Expired** |
| **Always needs a person** | Shown when this kind of action can never run without approval, whatever your policy says |
| Title and reason | What it wants to do -- *Send a reply to the customer*, *Open a ticket* -- and why |
| **Step** | The one step it will take and the tool it takes it in, for example *Send a reply to the customer, in Support inbox*. Nothing else runs |
| **Expires** *time* | On work that arrived by itself -- a schedule, a Zendesk ticket, an alert -- when the card expires if nobody decides |
| Policy line | Why it is waiting: for example *Anything that changes something in another system needs approval unless you change that* |
| **What it will send** | Every field it would send, labelled: **To**, **Ticket or thread**, **Message**, **Summary**, **CRM record**, **Invoice** and so on |
| **From your knowledge** | The sources a drafted answer came from, when it answered from your knowledge |
| **Evidence, quoted from your tools** | Collapsed by default. The log lines, page text or records it read, quoted exactly. **Nothing in it was acted on**: text here cannot choose an action or its target |
| **Recent changes people made to this kind of action** | The three most recent edits people made before approving the same kind of action, with their notes, so you can see how your team prefers it written |

Everything in a card that came from outside -- a ticket, an alert, a web page, a CRM note -- is shown
as plain text. A link or formatting in it is never rendered as one.

## Decide

The decision bar is at the foot of every card, in the same place each time, so you can work down the
queue.

**1. Add a note, if you want one**

Type in **Note (optional)**. It is kept with your decision in **What it has done**, and shown
beside your edit the next time this kind of action is proposed.

**2. Edit the wording, if it needs it**

Choose **Edit**. The fields you may change become text boxes: a reply's **Message**, a summary,
a ticket's title and body, a post, an email's subject and body, a CRM note. Change them, then
choose **Save and allow once**. **Cancel edit** puts the original back.

**3. Allow once, Always allow, or Deny**

**Allow once** carries the action out as shown. **Deny** carries out nothing and records that
you denied it. **Always allow**, where your deployment offers it, carries this one out and lets
this employee do this kind of action without asking from now on -- see [Approval
rules](https://docs.mithunai.com/team/approval-rules.md).

**What runs is what you read.** Your decision carries a fingerprint of the exact wording on the card.
If anything changed since you opened it, your decision is refused with *This changed since you read
it*; reload and read it again. If anything changes after you approve it, it is not carried out, and
the card says *It changed after it was approved, so nothing was sent*.

**What you can and cannot edit.** You can change wording. You can never change who or what an action
is aimed at -- the recipient, the ticket, the CRM record, the service, the invoice. A card with
nothing editable has no **Edit** button. To aim an action somewhere else, reject it and hand the
employee the work again.

## After you decide

* **Approved** actions run once. The card then shows **Done** and what the tool reported, or
  **Failed** and why -- for example that the connected vendor refused the token. A failed action is
  not retried on its own.
* **Rejected** actions send nothing, and the token for a connected tool is not even opened.
* Each decision appears in the employee's **What it has done**, with who decided and when, and is
  written to your organisation's audit log.
* An action can be decided once. If a colleague decided it first, yours is refused with *This action
  has already been decided*; reload to see their decision.
* **Expired** actions waited too long. A card from work that arrived by itself expires after a day
  unless your deployment sets another time, so it is still waiting at one daily summary; it is never carried out, and says *Nothing was
  sent*. Work you handed over yourself does not expire.
* Where a kind of action needs **two people**, your approval leaves it waiting, with *One person
  approved this*. A second, different person must approve it, and cannot change it. You approving
  twice is refused.

> [!NOTE]
>
> A **DevOps** fix is the exception: an approved rollback or restart is recorded, and **nothing is
> sent to your systems**. The employee writes the evidence and the fix; your team runs it. See
> [DevOps](https://docs.mithunai.com/team/devops.md).

## Who can decide

| Role | In Approvals |
| - | - |
| Owner, Administrator | Read, edit, approve and reject |
| Editor | Read, and hand employees work. Approving or rejecting is refused |
| Member | Read only |
| An API key | Can list what is waiting. **Can never approve or reject**: only a person |

An approver may approve work they handed over themselves.

## Through the API

[List what is waiting](https://docs.mithunai.com/api-reference/employees/list-approvals.md) with a session or an API key.
[Approve](https://docs.mithunai.com/api-reference/employees/approve-action.md) and
[reject](https://docs.mithunai.com/api-reference/employees/reject-action.md) only with a signed-in person's session.

## Related

* [Approval policy](https://docs.mithunai.com/team/approval-policy.md) -- which kinds of action wait for a person.
* [Approval rules](https://docs.mithunai.com/team/approval-rules.md) -- Always allow, two people, and what can never be allowed.
* [AI employees](https://docs.mithunai.com/team/overview.md) -- the six employees and the surface they work in.


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