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How to Use Auto-Approval for Integration Actions (User Guide)

Learn how to skip manual Human-in-the-Loop (HITL) approval prompts for trusted integration actions, either from a conversation or your integration settings.

When an agent uses an integration action that can affect external systems, like sending a Slack message or creating a record. elvex will pause and ask you to approve it before it runs. This is called Human-in-the-Loop (HITL), and it's designed to keep you in control of what your agent does on your behalf.

If you find yourself repeatedly approving the same action and trust that your agent is using it correctly, you can enable auto-approval to skip the manual confirmation step. Auto-approval is personal, and it doesn't affect anyone else on your team.

Note: Auto-approval is only available for actions your administrator has explicitly unlocked. If you don't see the auto-approval option, contact your admin to request it.

You might want to use auto-approval when:

  • You've been using an agent for a while and consistently approve a specific action without issue

  • You're in a fast-moving workflow and the approval prompt is interrupting your momentum

  • You want the agent to run a routine action (like logging a note or sending a standard message) without stopping to check in

Before you begin

  • Your company administrator must have enabled auto-approval for the action you want to configure

  • You must have the relevant integration connected to your account

Option 1: Enable auto-approval directly from a conversation

This is the quickest way to set your preference in the moment.

  1. Start a conversation with an agent that uses an action requiring approval.

  2. When the agent triggers the action, an approval prompt will appear in the conversation.

  3. Next to the Approve button, click the dropdown arrow to expand your approval options.

  4. Choose one of the following:

    • Approve manually — Approves this instance only. You'll be asked again next time.

    • Auto-approve for this conversation — Approves the action automatically for the rest of this conversation. When you start a new conversation, manual approval resumes.

    • Auto-approve always — Approves the action automatically in all future conversations, until you change this setting.

  5. Your preference is saved immediately and applies going forward based on the option you selected.

Option 2: Enable auto-approval from your integration settings

You can also configure auto-approval proactively, without waiting for an action to be triggered.

  1. Navigate to your personal Settings > Integrations.

  2. Find the integration you want to configure — for example, Slack.

  3. Click the gear icon on the integration card to open its settings.

  4. You'll see a list of actions that your admin has enabled auto-approval for.

  5. Toggle the switch next to any action to enable Auto-approve always for that action.

This has the same effect as selecting "Auto-approve always" from within a conversation — the action will run without prompting you for approval in any future conversation.

Turning off auto-approval

  1. Navigate to Settings > Integrations.

  2. Find the relevant integration and click the gear icon.

  3. Toggle off the auto-approval switch for the action you want to revert to manual approval.

Common questions

Will auto-approval affect other users?
No. Your auto-approval settings are personal and only apply to your account. Other users on your team are not affected.

What if I set "auto-approve always" but then change my mind mid-conversation?
You can turn it off at any time from your integration settings. Changes take effect immediately for all future conversations.

Why don't I see the auto-approval option?
Auto-approval must be enabled by your company administrator before it becomes available to you. If you don't see the option, reach out to your admin and ask them to enable it for the relevant action.

Does auto-approval apply across all agents?
Yes. Once you enable "auto-approve always" for an action, it applies across all your conversations regardless of which agent triggered it.

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