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Agent permissions

Choose how the agent uses the accounts that you connected in Account › Connections by setting a permission for each action that a service offers.

Choose a permission

To set what the agent can do with a connected account, follow these steps:

  1. Open the account menu, and then select Connections.
  2. On the service’s card, click Permissions.
  3. For each action, select Always, Ask first, or Never.

The following table shows how each permission controls the action.

Permission What happens
Always The agent runs the action without asking first.
Ask first The agent waits for your approval in the thread.
Never The agent can’t run the action through this connection.

Actions marked Makes changes default to Ask first. Actions marked May delete or overwrite can’t be set to Always.

These permissions belong to your connected account and apply in threads that you start.

Answer an Approval card

When an action requires your approval, the thread shows an Approval card. Review the service, action, and values on the card, and then choose an option:

  • Approve: runs this call once.
  • Always allow (when offered): runs this call and sets the action’s permission to Always for future calls. You can change the permission later in Account › Connections.
  • Decline: cancels this call.

Only the person who started the thread can answer the card. Teammates can view the card and see who it’s waiting for.

An unanswered approval request expires after 1 hour. After you approve a call, the agent has 1 hour to run it.

Troubleshooting

For an expired approval or an account that needs reconnecting, see Troubleshoot connections.