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Læs siden på dansk With approvals you decide that a tool may not run on its own. When an AI assistant or an AI bot wants to use the tool, the call waits until an administrator has answered in the portal. Until then, nothing is carried out. The portal says: Approval happens here in the portal, by an administrator. The AI assistant is told that the call is waiting, and the call runs only once it has been approved.
Only administrators can use Approvals: set rules, approve and refuse calls, and see the history. All administrators see all waiting calls. If a member opens the tab, it says Only administrators can change the team - contact your administrator.
You find the page under Team in the menu at the top of the portal. Choose Approvals (Calls waiting for a yes), or choose the Approvals tab on one of the Team pages. The page has three cards: Waiting for approval, Rules and History.

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Set a rule

1

Find the system

The Rules card has a section for each of your systems. Next to the system’s name it says how many tools require approval, for example 3 tools require approval. Click the system to see its tools.
2

Switch the rule on

Switch on the toggle next to the tool. The portal says <tool> now requires approval. Each tool has a tag, for example reads or destructive, and a rule shows who set it, for example Set by <name> on <date>.
You can set a rule on any tool, including one that only reads. With the buttons Require approval for every writing tool and Require approval for every destructive tool you set the rule on several tools in the system at once. Remove all rules removes all rules in the system, including those on tools that read. A rule applies to:
  • the whole organization: all users, administrators included, and all AI bots
  • all agreements in the system. An agreement is one connection to a system, for example e-conomic (portal 2). The portal says: A rule covers the whole organisation and every portal of the same system.
The tool stays in the AI assistant’s list of tools. Only the call waits. A new rule takes effect within a few seconds.

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When the AI assistant uses the tool

1

The call waits

Nothing is carried out. The call lands in the Waiting for approval card.
2

If an administrator answers quickly, the call runs right away

If an administrator approves within a few seconds, the original call finishes in the same response, and the AI assistant gets the normal result.
3

Otherwise the AI assistant is told that the call is waiting

The AI assistant is told that the call is waiting for an administrator, that nothing has been carried out, and that it should tell you instead of retrying on its own. The message is in English and begins like this: “This tool requires approval from an administrator of your organisation’s Consile account before it runs.”
4

Run the call again once it is approved

Ask the AI assistant to run exactly the same call again. Then it is carried out. If the AI assistant tries the call again before anyone has answered, it is told that the call is still waiting.
Administrators see the number of waiting calls as a number on the Approvals tab under Team. If you are waiting for an answer, tell an administrator.

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Approve a call

The Waiting for approval card shows, for example, 2 calls are waiting for an answer. with the columns Person, System, Tool, Asked and Expires. Click Approve next to the call. The Approve the call window shows, for example, <name> wants to use <tool> in e-conomic. Choose what you approve: In the Message to the AI assistant (optional) field you can write up to 200 characters. On an approval, the message is only stored in History. Click Approve. The portal says The call has been approved. or, for example, The window is open for 4 hours. If another administrator has already answered, or the call has expired, it says Already decided and Another administrator decided this request, or it expired. The list has been loaded again.

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Refuse a call

Click Refuse next to the call. The Refuse the call window says: The call will not run. The AI assistant is told that it was refused and that it must not retry on its own. If you write a message in Message to the AI assistant (optional), the AI assistant gets it with the refusal. Click Refuse. The portal says The call has been refused. The message to the AI assistant is in English and begins like this: “An administrator rejected approval request …”. If the AI assistant tries exactly the same call again, it gets the refusal again.

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Limits

  • 48 hours: A call that nobody has answered expires after 48 hours. It disappears from the queue and shows in History as Expired with Nobody answered in time. If the AI assistant tries again afterwards, the call waits for a new approval.
  • 20 waiting calls per person: If a person has 20 calls waiting for an answer, the next one is refused without anything being carried out. The AI assistant gets the message “This user already has the maximum number of approval requests waiting for a decision.” Answer the waiting calls first.
  • Same connection: An approval only applies to the connection it was given for. If the agreement is connected again, or its company lock is changed, the call must be approved again. See Company lock.

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Administrators and AI bots

  • A rule also applies to administrators. Their own calls wait in the same way.
  • AI bots wait too. A bot is told that the call requires an approval, and that trying again does not help. On the bot’s page the call shows as Waiting for approval. See AI bots.
  • Calls through own connectors in Studio wait in the same way as other calls.

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History

The History card shows What was answered, by whom, and what the answer covered. For each call it shows:
  • status: Approved, Refused, Completed or Expired
  • what the answer covered: One call or, for example, Window, 4 hours, used 3 times
  • who answered and when
  • the administrator’s message, for example Message: post only to the account we agreed on.
Click Show more to see older answers.

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What does Consile store?

  • Neither the values in the call nor the system’s response are stored. Consile only stores a fingerprint that can recognize exactly the same call again. The call cannot be recreated from it.
  • For each call, Consile stores who asked for it, the system, the tool, the status, the times, who answered, how many times a window has been used, and the administrator’s message.
  • A call is kept for 90 days after it has expired.
  • Rules and calls are included in your data export, and they are deleted if the account is deleted. See Account & data.
Each call also appears in the activity log, for example with the reason awaiting approval.