---
schema_version: "1"
id: 140e8b4ae4a00744582d4296437dcd9f315c20d7f0f1ae179f530be507220a11
title: AI Actions for Approval Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_agentforce_employees_apprvlmngmnt.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_agentforce_employees_apprvlmngmnt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a63304fcbb2b4c401bc9492eddec8437cf0a1eb432bd3b424937254b36712e12
description: Managers can review pending approvals and take action using Agentforce in a channel of their choice, such as the employee portal, Slack, or Teams. Get contextual summaries of open approvals and make faster, more informed decisions.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# AI Actions for Approval Management

Managers can review pending approvals and take action using Agentforce in a channel of their choice, such as the employee portal, Slack, or Teams. Get contextual summaries of open approvals and make faster, more informed decisions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on.</td></tr></tbody></table>

Agentforce guides managers through the approval process to make faster, more informed decisions, eliminating the need to navigate complex approval requests.

## Review and Act on Approvals

Here's how a manager reviews pending approvals and gets contextual summaries to make faster, informed decisions by using Agentforce.

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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d93923e73">Instructions</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d93923e76">Example Utterance or User Input</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d93923e79">Agent response</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d93923e82">Standard Action Engaged</th>
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            <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e73 ">Review your open approvals so that the agent can present a summary of all
              pending items.</td>

            <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e76 ">
              <ul>
                <li>What approvals do I have open?</li>

                <li>List all open approvals with full details.</li>

                <li>Give me an expanded view of all my pending approvals.</li>

                <li>Show all approvals that are not completed yet.</li>

              </ul>
            </td>

            <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e79 ">The agent retrieves top 10 open approval records and presents a contextual
              summary for each one, including the purpose of the request, the key business
              justification, and relevant history (for example, a service request for a
              replacement laptop submitted by Maria Sanchez, justified as required for a new
              project, with one similar request in the past six months).</td>

            <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e82 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizeopenapprovalsforemployee.htm&amp;type=5&amp;language=en_US" target="_blank">Summarize Open Approvals For
                Employee</a></td>

          </tr>
          <tr class="">
            <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e73 ">Provide the approval ID or a description of the work item so that the agent can
              retrieve the full details for a specific approval record.</td>

            <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e76 ">
              <ul>
                <li>What are the details for approval AWI-13838393?</li>

                <li>Tell me what's included in approval number AWI-13838393.</li>

                <li>I want detailed information on approval AP-13838393.</li>

                <li>Can you explain the status and history of AWI-13838393?</li>

              </ul>
            </td>

            <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e79 ">The agent retrieves the specified approval record and returns a detailed
              summary with the purpose, key justification, and relevant history for that record
              only (for example, AWI-13838393: procurement request for 10 software licenses,
              justified by a new team onboarding, no prior requests from this department).</td>

            <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e82 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_summarizeapprovalforemployee.htm&amp;type=5&amp;language=en_US" target="_blank">Summarize Approval For Employee</a></td>

          </tr>
          <tr class="">
            <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e73 ">Provide the approval ID or a description of the work item and your decision so
              that the agent can process the approval or rejection. Include an optional comment to
              add context to your decision.</td>

            <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e76 ">
              <ul>
                <li>Approve the work item AWI-13838393.</li>

                <li>Reject the new laptop request with the comment: Budget details are
                  missing.</li>

                <li>Approve the new mouse request assigned to me with the comment: Looks good,
                  proceed.</li>

                <li>Reject the work item AWI-14878354 assigned to me with the comment: Please
                  resubmit with correct details.</li>

              </ul>
            </td>

            <td data-label="Agent response" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e79 ">
              <p>The agent checks for open approvals. If none is found, the agent responds: "You
                currently have no approvals pending."</p>
              <div>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> Approval Summary applies to all approval types, including service requests,
                      change requests, procurement, and HR requests.</div>
                  </div>
                </div>
              </div>
            </td>

            <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d93923e82 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_reviewapprovalworkitem.htm&amp;type=5&amp;language=en_US" target="_blank">Review Approval Work Item</a></td>

          </tr>
        </tbody>
      </table>