Ask first: the agent asks for approval, and a person gives it

Steps

1. 1

   Tell the agent to classify the transactions

   On the Agent Dashboard, go to the chat and type: Classify all transactions.

   • Type Ask your agent anything: Classify all transactions.
2. 2

   Send it and read the reply

   Select the arrow. The reply starts with What was done, a line for each tool the agent used. Classify all transactions reads: Nothing was classified. This action is set to Ask first, so an approval request was created in the Agent Inbox, which also appears in My Actions. Approve it there, then ask again or wait for the agent's next run.

   • Select Send (the arrow beside the box)
3. 3

   Read the agent's state

   Go back to the top of the page. The state now reads Needs input, with 1 question for you. Open inquiries reads one, and a yellow banner says Your agent has 1 question. The agent has stopped and is waiting for a person.

4. 4

   Find the request in My Actions

   Choose My Actions in the left menu. The request is here too, as an Agent approval from Tax Intelligence: Approve, classify all unclassified transactions. It is assigned to you, with high priority and a due date, and the line under the title says the agent is waiting: nothing runs until it is answered.

   • Select My Actions
5. 5

   Open the agent's Inbox

   Now open the agent's Inbox, the page Agent Inquiries. One question is waiting. The tiles above count open, answered, skipped and automatically resolved questions. The card says what was asked in the chat, that Classification is set to Ask first so nothing has been classified, and what each answer does: Approve lets it run, Reject leaves the transactions as they are. Under it are Approve and Reject, a box for a written answer, Skip, and the send arrow.

6. 6

   Select Approve and send

   Select Approve, then the send arrow. A message confirms Response sent, and the Inbox reads All clear. Your approval lets the action run once.

   • Select Approve
   • Select Send

   

7. 7

   Give the instruction again

   Choose Agent Dashboard in the left menu, go to the chat and type the same instruction: Classify all transactions.

   • Select Agent Dashboard
   • Type Ask your agent anything: Classify all transactions.
8. 8

   Send it and read the reply

   Select the arrow. This time What was done reads: Classification was started in the background. Nothing is classified yet; results appear on the Tax page as it runs. It adds the rule that matters next: lines decided by a statutory rule, the company's own supplier rules or a credit note of an approved invoice are approved automatically, and lines that rest on the AI alone wait in the review queue for a person. The approval was used, and the work has begun.

   • Select Send (the arrow beside the box)
9. 9

   Check the result in Tax Intelligence

   Choose Tax Intelligence in the left menu and wait for the work to finish, reloading the page if needed. Then select Hide navigation so the table fits. The three rows now carry a classification: Operating Expenses for the courier run, Capital Asset for the shop fit-out and Taxable Income for the sale, each Standard Rated 5 per cent. Each is marked AI suggestion, 95 per cent, and Awaiting Review. The agent proposed them; no person has approved them yet.

   • Select Tax Intelligence
   • Select Hide navigation
10. 10

    Open the Review Queue and the Sign-off cockpit

    Select the Review Queue tab. It holds the classifications waiting for a person. At the top right of the queue select Open sign-off cockpit. The cockpit lists the three suggestions, each with the AI's confidence and a Why button that opens the AI's reasoning.

    • Select Review Queue3
    • Select Open sign-off cockpit →
11. 11

    Approve the three suggestions

    You have read each row against the invoices and agree with them. Select Select AI suggestions, 3. The three rows are ticked, and a note says that approving them records you as the reviewer. Select Approve selected. A message confirms Approved 3, and the cockpit says Nothing awaiting sign-off.

    • Select Select AI suggestions (3)
    • Select Approve selected
12. 12

    Check the rows again

    Select Back to Tax. On the Transactions tab the three rows now read Approved. Beside the confidence, the badge now reads Approved by Fatima Noor: it names the person who decided, where before it said AI suggestion. The Review Queue step on the strip at the top is ticked. The work was split as it should be: the agent did the classifying once you allowed it, and a person approved the result.

    • Select Back to Tax