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Admin guide to safely rolling out AI agent execution: approval tiers, who can approve, cost caps, and a first-week checklist.
This article is for the person responsible for rolling out AI agent execution to a team. It covers what gets approved, by whom, and how to keep costs sane in the first weeks.
If you're an end-user trying to use the agent, see Let AI actually run the task instead.
The agent has two action tiers:
| Tier | Examples | Behavior |
|---|---|---|
| Low-risk (auto-dispatched) | Read CRM, search knowledge base, comment on task, create subtask, change task status, scrape a public URL | Runs immediately, logged in the activity stream |
| Approval-required (suspends the run) | send_email, send_whatsapp, update_deal_stage | Run pauses; a human approves or rejects before the action dispatches |
This split is a code-level guarantee, not a configuration toggle. There's no admin setting to "auto-approve emails" — by design.
In the current MVP, anyone with access to the task can approve a suspended run. The approver's identity is recorded in the activity log alongside the action.
If your team needs role-gated approval (e.g., only managers approve customer-facing emails), that's on the roadmap. For now, set team norms in writing.
The entire run is cancelled. The agent does not retry, does not "try a different approach", and does not partially-execute. The activity log records who rejected it and when.
To re-run with different parameters, start a new run with adjusted extra-context.
When a run is suspended, the user sees this directly inside the task:

Approvals do not currently route to a central queue or to Slack/email — they live on the task. If your approver isn't watching the task, they won't see it. Decide on a notification convention (e.g., assignee always reviews; or a #agent-approvals Slack channel for high-volume orgs).
Each agent run uses Claude. Cost ranges from ~$0.01 (low-risk only) to ~$0.05 (multi-turn with knowledge base + scraping).
Recommended day-one config:
These caps aren't user-facing settings yet — contact your account rep to adjust. We're shipping a self-serve panel in the next release.
When the agent sends an email or WhatsApp message, the sender is the user who started the run. Recipients see your team member's name and address, not "agent@wrrk.ai". This is intentional — it preserves continuity for the customer — but it means the user who started the run is accountable for what the agent sends.
If you'd prefer all agent-sent mail to come from a shared sender (e.g., ops@yourcompany.com), you can wire that up via the email-routing settings, but it's a deliberate setup step.
Every run is logged with full action history. To investigate:
If the agent dispatched something it shouldn't have and the action was approved by a human, the failure mode is the approval, not the agent. Update your team's norms.
If the agent dispatched a low-risk action that caused harm (rare — they're scoped tightly), file a bug with the runId — that's the system's failure.
There's no global "disable" toggle in the UI yet. To disable agent runs for an org, contact your account rep — we can flip it off via support.
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Let AI actually run the task
Open the Agent tab, click Start, and AI runs the task — drafting emails, updating CRM, creating subtasks. Always pauses for approval before sending anything external.
Your first task in 60 seconds
A first-time-user walkthrough: pick a template, add a task, drag it to Done. No jargon.