Approvals gated by human judgement

Agents can't take action without your team's approval.

Approvals Communication Source records

3tasks in this tenant· across 2 workflowsRefresh

Needs action · 2All · 3

Action	Status	Workflow	Assigned to
Review unsettled cash difference	Pending	Settlement review	Operations reviewer
Review proposed position correction	Pending	Settlement review	Authorized reviewer
Review coupon receipt	Approved	Income operations	Operations reviewer

Review unsettled cash difference

Review the source statement and confirm the treatment for this cash difference.

Owner: Operations reviewer
Origin: Settlement review
Status: Pending

Approval policySend an email

Require approvalTenant default

✓ Reporting team saved · Autonomous email

Other recipients still require approval.

Approvals

Allow routine emails to reporting@firm.example. Keep other recipients subject to approval.

Thought process⌄

Opened Communication · Contacts

Trusted email recipient

Contact: reporting@firm.example
Action: Send an email

Enable this contact in the whitelist to allow email without approval. Other recipients still require a decision.

Trusted recipient saved · Reporting team

Emails to the reporting team may proceed within your approved boundaries. Other recipients still require review.

Position review Approvals Source records

Settlement confirmationRelated records · 2

StatusIn progress

OwnerOperations reviewer

Record	Internal quantity	Custodian confirmation
Position under review	80 shares	75 settled shares

Confirm the settled position

Request supporting confirmation before preparing a position correction.

Contact: operations@custodian.example
Email policy: Require approval

1task in this view· Settlement reviewRefresh

All · 1Needs action · 0

ApprovedConfirm position with custodianSend an email

Email · Settlement confirmation

Review the recipient and complete message before the agent sends it.

To: operations@custodian.example
Subject: Confirm settled position

Please confirm the settled quantity of 75 shares for the position under review. Our position system currently records 80 shares.

Email policy: Require approvalExact message · once

Approve↖RejectReason (optional; recorded with the decision)

✓ Approved by Operations reviewer 16 Sep 2026 · 09:41

Email send resultSent · confirmed

Approvals

Prepare a custodian confirmation email and ask for approval before sending.

Thought process⌄

Send an email

Approved

To: operations@custodian.example
Subject: Confirm settled position

Please confirm the settled quantity of 75 shares for the position under review. Our position system currently records 80 shares.

ApproveReject

Approved once · Operations reviewer

Email sent · operations@custodian.example

The reviewed email was approved and sent. The recipient, content, and decision remain recorded.

Position system Approvals Source records

PositionsSettlement records

Record	Internal quantity	Custodian quantity	Status
Reviewed position	100	100	Matched
Position under review	80	75	Needs review
Reviewed position	250	250	Matched

Settlement difference 5 shares

Position record: 80 shares
Custodian confirmation: 75 shares
Action: Review position correction

1task in this view· Settlement reviewRefresh

All · 1Needs action · 0

ApprovedCorrect position quantitySettlement review

Position system · Position record

Custodian confirmation shows 75 settled shares; the position record shows 80. Reduce the quantity by 5 shares.

Proposed change

Record: Position record
Current quantity: 80 shares
Proposed quantity: 75 shares
Source: Custodian confirmation
Scope: This record only

Position correctionNo funds transferExact record · once

Approve↖RejectReason (optional; recorded with the decision)

✓ Approved by Authorized reviewer 16 Sep 2026 · 09:44

Correction recordedPosition record · 75 shares

External dispatchNot sent

Approvals

Prepare the supported position correction for human review.

Thought process⌄

Update external record

Approved

System: Position system
Record: Position record
Source: Custodian confirmation
Quantity: 80 → 75

Review the supported change before approving this position correction.

ApproveReject

Approved once · Authorized reviewer

Correction recorded · external dispatch not sent

The proposed correction is approved and recorded, with its supporting evidence. It has not been sent to the external system.

Approvals All approvals Source records

4tasks in this tenant· across 1 workflowRefresh

Needs action · 1All · 4

Action	Status	Workflow	Reviewer
Confirm position with custodian	Approved	Settlement review	Operations reviewer
Correct position quantity	Approved	Settlement review	Authorized reviewer
Send settlement follow-up	Rejected	Settlement review	Operations reviewer
Review unsettled cash difference	Pending	Settlement review	—

Review unsettled cash difference

Review the source statement and confirm the treatment for this cash difference.

Owner: Operations reviewer
Origin: Settlement review
Status: Pending

4tasks in this tenant· across 1 workflowRefresh

Needs action · 1All · 4

Action	Status	Reviewer	Updated
Confirm position with custodianSend an email	Approved	Operations reviewer	16 Sep · 09:41
Correct position quantityPosition correction	Approved	Authorized reviewer	16 Sep · 09:44
Send settlement follow-upSend an email	Rejected	Operations reviewer	15 Sep · 16:12
Review unsettled cash differenceInvestigation review	Pending	—	16 Sep · 09:48

Correct position quantity Approved

Position recordCustodian confirmation80 → 75 shares

ReviewerAuthorized reviewer

DecisionApproved · 16 Sep 09:44:00

ResultCorrection recorded

External dispatchNot sent

History

09:43:12AgentRequested the exact position correction

09:44:00Authorized reviewerApproved once

09:44:01BoagentRecorded the approved correction

Approvals

Show the decisions, reviewers, and outcomes for these actions.

Thought process⌄

Read approval history · all decisions

Approval history

Email approved: Operations reviewer · 09:41
Position correction approved: Authorized reviewer · 09:44

Each record retains the requested action, decision, reviewer and timestamp.

Decision history and outcomes linked

Each action has a traceable decision, reviewer, timestamp, and result, ready for oversight.

Keep routine work moving within clear limits

Choose which actions can proceed automatically and which need approval. Trusted recipients and action policies reduce routine review while keeping sensitive decisions with your team.

Keep routine work moving within clear limits

Choose which actions can proceed automatically and which need approval. Trusted recipients and action policies reduce routine review while keeping sensitive decisions with your team.

Control communication before it leaves

Review the recipient, message, and supporting context before an email is sent. Approve or reject the exact draft to prevent unreviewed communication and reduce avoidable follow-up.

Authorize changes with confidence

Inspect the proposed change, its reason, and the supporting evidence before deciding. Approval applies only to the reviewed action, keeping operational corrections under human control.

Make every decision traceable

See what was requested, how it was decided, and the outcome in one history. Recorded reviewers, reasons, and timestamps give operations and oversight teams a clear trail without piecing together messages.

A decision with the work in front of you

The agent prepares a specific action, with the message or proposed record ready for review. Your team approves or rejects it when policy requires a decision. The agent continues after approval, keeping the human decision and the actual action result visible as separate parts of the work.

Enterprise automation needs meaningful oversight

See the recipient, subject, and message before an email leaves, or inspect the fields and reason for a proposed correction. The agent prepares the context; the visible proposal makes the decision concrete enough for your team to assess.

AgentPrepare the proposal
HumanInspect the action
AgentPresent the evidence
HumanApprove or reject
AgentRevise the proposal
HumanSet decision boundaries
AgentReport the result

Questions worth asking.

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your firm needs done.

Bring a process, its sources and the decisions that matter. We’ll work through how Boagent could fit your team.

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Approvals gated by human judgement

Agents can't take action without your team's approval.

Keep routine work moving within clear limits

A decision with the work in front of you

Enterprise automation needs meaningful oversight

Assess the action, not just an explanation

Accelerate actions safely with fine tuned approval controls

Keep every approval tied to what was reviewed

Make rejection useful without treating it as permission

Know what happened after your decision

Questions worth asking.

Does every action require approval?

What happens when a proposal is rejected?

Does approving a correction update the connected system?

More of the job, connected.

Policy & Context Engine

Communication

Investigation & Resolution

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your firm needs done.