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This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.

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What you can do

Let AI request allowed business actions and have the right person approve sensitive work. Where to find it: AI → Action review; connected app actions in a conversation

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Before you start

  • A connected business tool with the required permissions.
  • An applicable procedure or action policy and a reviewer with approval authority.

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Steps

1
Open the pending action and inspect the customer, connected account, action and exact input values.
2
Check the evidence that links this customer to the external record. Do not rely on a similar email or name alone.
3
Approve only the action you intend, or reject it with a reason. Some sensitive actions require a different person from the requester.
4
Inspect the result after dispatch. A completed request should have an action outcome or receipt.
5
If the result is unknown, check the external service or reconciliation status before attempting the action again.

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Example

A refund request shows the original payment, amount and currency; a second authorized staff member checks and approves it.

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Things to know

  • Permission to read a payment is different from permission to request or approve a refund.
  • Approval applies to the reviewed request; changing its amount or target requires review again.
  • A timeout does not prove an action failed.

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What happens next

An action is performed only within its granted scope and approval policy, with a result your team can inspect.

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If something goes wrong

  • Approval unavailable: check reviewer role, separation-of-duty requirements and request state.
  • Action denied: reconnect or adjust the allowed scope with an administrator.

Connect business tools to Support

Bring useful customer context and approved actions into conversations.

Support procedures and resolution

Create, test and publish support procedures with approved actions and human handover.