How to define what the AI can do without asking for approval
Allow the types of requests you always approve so the AI can keep going on its own, and undo it whenever you want.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
If you always approve the same type of request from an agent, you can allow it once and for all: the next matching requests will be approved in your name, without waiting. Everything still stays recorded in the history, and you can turn this off at any time.
Where to find it in Cognizy
Before you start
- Only the owner and admins can allow this.
- You need to have an agent request waiting for approval.
Step by step
- Step 1:
In the menu, open and click the AI Actions tab.
- Step 2:
Under Pending approvals, click the request of the type you want to allow.
- Step 3:
In the window, check Always approve this type of request from this agent and click Approve. From then on, the next matching requests from this agent will be approved automatically.
- Step 4:
What is allowed appears on the Approved automatically card, with the agent and who turned it on.
- Step 5:
For the AI to ask for approval again, click Turn off on the request type row.
How to know it worked
Allowed requests go through right away and stay in the history. The others keep waiting for your approval.
If something goes wrong
I don't see the Approved automatically card.
It only appears after you allow at least one type of request.
Next step
Approve posts and requests from sales and marketing.
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