Add an Approval Process Channel to a Human Approval Node of Workflows

Approval processes determine how approval requests are routed, who must approve them, how approvers are notified, and which rules or conditions apply.

Associate a published approval process with a human approval node by selecting the Approval Process channel. Approval process channels provide a structured, reusable framework for managing approvals in agentic flows. At runtime, the workflow is paused while the approval request is routed through the selected approval process. The workflow resumes after the required approval outcome is received.

Create an Approval Process

1. Go to AI Agent Studio.
2. Open the Approvals tab, and select Add.
3. Enter a name. The code is automatically populated based on the name.
4. To add a description, first select Generate, add a short description, and then select Go.
5. Modify the description if required, and select Create.
6. From Notification Channels, select the channels to use for approval notifications. For an email, specify the email account.
7. Add the approval payload fields that the approval process requires.
8. Add the approval levels and configure the approver details.
   1. Enter a level name and description.
   2. Select the approver type and specify the approver details.
   3. To add a rule logic, first select Generate rule, add a logic in plain language, and then select Go.
9. Add a condition by selecting a field, operator, and value.
10. Publish the approval process.

Published approval processes appear in the Approvals tab and can be selected in human approval nodes within workflows.

Associate an Approval Process to a Human Approval Node

1. From the Workflows tab of AI Agent Studio, edit a workflow and add a human approval node to it.
2. Enter a name and description for the human approval node. The code is automatically populated based on the name.
3. Select an error handler node to define failure handling.
4. From the Channel list, select Approval Process.
5. If required, enable feedback and configure the feedback options.
6. If you select Yes, choose the node to return to when feedback or retries are enabled.
7. Specify the maximum number of times the node can run.
8. From the Approval Process list, select a published approval process.
9. You can provide additional details such as subject and message. Otherwise, the node uses the properties of the selected approval process.
10. Publish the workflow.

When the workflow runs, the human approval node sends the approval request through the selected approval process.