Human in the Loop Approvals

Control when and how AI tools execute on your behalf.

Overview

Human-in-the-Loop (HITL) Approvals let admins require explicit user sign-off before a tool call executes. When a tool is configured for approval, the run pauses and a drawer appears in the chat showing exactly what the tool is about to do and with what parameters. Users can review and optionally edit the values, then approve or reject before anything proceeds.

This is particularly useful for tools that access external systems, generate documents, or take actions that are difficult to reverse. Admins control which tools require approval and for how long the platform will wait. Users can save their preferences so that trusted tools don't interrupt future runs.

HITL Approvals are a preview feature, disabled by default. Contact your Customer Success Manager or raise a support ticker to get it enabled for your instance.


For Admins: Configuring Tool Approvals

HITL settings are managed from the Resource Library  under the Tools  tab. Tools must be enabled on your instance before they appear here.

Individual Tools

  1. Navigate to Resource Library  > Tools .
  2. Locate the tool you want to configure.
  3. Click the shield icon on the tool card to require approval before the tool can run. Once enabled, a timeout dropdown appears next to the shield. This controls how long the platform waits for a response before cancelling the run automatically. Options are 60s , 5m , 15m , 30m , and 1h .
  4. Click the pencil icon to control whether users can edit parameter values before approving. When enabled, the approval drawer shows the parameters as editable fields.

MCP Tool Collections

MCP tools follow the same approach but require navigating into the collection first.

  1. Navigate to Resource Library  > Tools .
  2. Find the MCP collection and click the card to open it.
  3. Click See Tools  to view all tools in the collection.
  4. Configure each tool individually using the same shield icon (approval) and pencil icon (parameter editing) as standalone tools.
  5. To apply a setting to every tool in the collection at once, use the bulk action buttons at the top of the list: Add approval to all  / Remove approval from all  and the equivalent for parameter modification.

For Users: Approving Tool Calls

When you send a request in an app that uses tools with approval enabled, the run pauses before the tool executes. An approval drawer appears above the chat input showing the tool name and a countdown timer.

Three actions are available in the drawer:

  • Cancel run — cancels the entire current run, including any other tools queued as part of the same request.
  • Reject — declines this specific tool call. The tool will not execute. The rest of the run continues — other tools will either prompt for approval in turn or run automatically if they don't require it.
  • Approve — allows the tool to proceed with the current parameters.

Rejecting or approving without saving a preference means you will be prompted again the next time the same tool is called.

Editing Parameters

Click the expand arrow on the approval drawer to open the full parameter view. If your admin has enabled parameter editing for the tool, the parameter values are shown as editable fields. You can review and modify any values before approving.

Saving Preferences

With the drawer expanded, two preference options are available:

  • Remember for conversation  — saves your approval preference for this tool for the current conversation only. You will not be prompted again for this tool in this session.
  • Always auto-approve  — saves your preference globally against your user profile. The tool will auto-approve for you in any future conversation without interrupting the run.

Note: Saved preferences apply to your profile only. They do not affect other users on the platform.


Managing Your Approval Preferences

Saved preferences can be viewed and removed in two places.

From within the chat

  1. Click the +  icon in the chat input.
  2. Select My approval preferences .
  3. Your saved preferences are listed, showing the tool name, scope (conversation or global), and the date saved.
  4. Click the red trash icon next to a preference to remove it.

From your profile

  1. Open My Profile  from the left navigation.
  2. Go to Settings  > My Approvals .
  3. The same list of saved preferences appears.
  4. Click the red trash icon to remove any preference.
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