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The Kickscale Agent: Human in the loop

The Human-in-the-Loop feature ensures that your Kickscale Agent only performs read actions. By default, the Agent can analyze information and prepare changes, but any action that writes, edits, or deletes data requires your approval before it is executed.

Written by Team Kickscale

How approvals work

Whenever the Agent wants to perform an action that requires permission, it will pause and ask for your approval.

You can then choose to:

  • Approve – The Agent performs the action only for the current request.

  • Reject – The action is cancelled.

  • Always allow this tool for the current chat – The Agent can use this tool without asking again during the current conversation.

Allow tools without approval

If there are tools you want the agent to perform without your input, then you can configure the Agent to use them automatically.

To do this:

  1. Open Agent Settings.

  2. Navigate to Tool Preferences.

  3. Enable the tools you want the Agent to execute without requesting approval.

Once a tool is enabled in Tool Preferences, the Agent can use that tool automatically whenever it is needed. It will no longer ask for permission before executing actions with that tool.

Tools that are approved for this chat session can be managed at the bottom of the chat box.

Scheduled Tasks and Trigger Events

Human-in-the-Loop also applies to automated workflows.

If you create a Scheduled Task (Cronjob) or a Trigger Event that uses a tool requiring approval, the automation itself must first be approved before it can run successfully.

Best Practices

  • Keep approval enabled for tools that make important changes to customer or CRM data.

  • Allow trusted tools in Tool Preferences if you want the Agent to work more autonomously.

  • Review new automations before enabling them to ensure they have the permissions they need.

  • If a Scheduled Task or Trigger Event is waiting for approval, check whether one of its required tools still requires permission.

Related Articles

  • Managing your Workspace Settings

  • The Kickscale Agent: Your Personal Sales Assistant

If you need further assistance, feel free to reach out to us at support@kickscale.com.

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