User Manual
Approval Inbox
Agents act autonomously within the rules you set — but when something falls outside those rules, or needs a human decision, it surfaces as an exception in your Inbox. This is the triage queue: clear it, and your workforce keeps moving.
Finding the Inbox
Open Inbox in the sidebar (it is badged with a red dot whenever items are pending). The page is the triage queue; the older /triage link redirects here. The Inbox updates in real time, so new items appear without a refresh — a brief toast announces each arrival.
How items are organized
Pending items are grouped and sorted by priority, highest first, under clear section headers that show a live count:
| Critical & Urgent | Surfaced at the top — act on these first. |
| High Priority | Important, but below critical. |
| Normal | Everything else awaiting a decision. |
Each card carries a colored priority badge and shows the agent that raised it, a clear title, a plain-language summary, the agent's reasoning, and — where relevant — a highlighted risk warning. You can expand the raw detail to see the full payload behind the decision.
◳ Screenshot
The Approval Inbox grouped into 'Critical & Urgent', 'High Priority', and 'Normal' sections, each card showing a priority badge, the agent name, a title, a summary, the agent's reasoning, a risk warning, and Approve / Reject buttons.
Approve or reject
Each card gives you two actions:
- •
Approve
You authorize the action. The agent proceeds and the item leaves your inbox. - •
Reject
You decline it. The action is not taken and the item is cleared from the queue.
When the inbox is clear
When nothing is pending you see an “Inbox clear” state: no items need human approval and your agents are operating autonomously. That is the goal — a clear inbox means the workforce is running inside the rules you set.
◳ Screenshot
The empty 'Inbox clear' state shown when no items are pending human approval.
Worked example: clearing a high-value invoice
Example · An invoice above the auto-approve threshold
Your AP agent receives a $42,000 invoice from a vendor. Your Context Book auto-approves invoices up to $5,000, so this one exceeds the agent's authority and lands in your Inbox under High Priority.
- Title: “Invoice #INV-2291 — $42,000 to Dell”
- Summary: the agent matched it to an open purchase order.
- Reasoning: “Amount exceeds the $5,000 auto-approve limit; PO matched, vendor known.”
- Risk: a note if anything looks off (for example a duplicate invoice number).
You read the reasoning, confirm the PO match, and select Approve. The item clears, the agent proceeds, and the next time a similar invoice arrives the workforce has a clearer sense of your real threshold.