Decide which actions need you.
Every kind of action has one of four levels: Not allowed, You approve, Acts and notifies you, or Acts silently. Loosen them one action at a time as an agent earns your trust.
A desk can accept work for you.
The copy desk accepts work other agents ask for at Acts and notifies you. Three subject lines for the running-low note were approved without waiting, and the Reorders agent was told it can use them.
Choosing a level for each action
- 1
The levels
You approve: nothing happens until someone approves it. Acts and notifies you: it happens within your limits, and you’re told afterward. Acts silently: the same, without a notification, and still logged. Not allowed: a proposal is stopped and kept on the record.
- 2
The actions you set a level for
Changing budgets or bids, pausing or resuming campaigns and ads, launching campaigns, sending emails and messages, using library creative and copy, changing audiences, and desks accepting work other agents asked for. Each has its own level.
- 3
Where each lands in your inbox
The level decides where an item appears. You approve goes to To decide. Acts and notifies you goes to To read. Acts silently goes to Silent. Everything ends up in History.
- 4
Set levels per agent
Change the levels for one agent in its settings. Here, the Retargeting agent changes bids silently, while every other agent tells you first.
- 5
Decide who may approve
Viewers can’t approve or decline. For budget changes, each person can have an approval limit. A bigger change names who can approve it and waits for them. Owners have no limit.
- 6
More freedom after a good record
When you’ve approved the same kind of proposal from an agent three times and declined none, the inbox suggests letting it act on its own. Nothing changes until you say yes.
One company’s week, across four levelsOne example, in order
Oct 21 · New Customers agent
Proposes moving $60 a day from broad coffee campaigns to the Holiday Blend and gift sets, at the same total. Budgets act and notify, but this moved one campaign 97%, so it waited for you, and you approved it.
Oct 26 · Brand review
Rewrites two ads that made a health claim, which your banned phrases stopped before they ran. Its level for creative changes is Acts and notifies you, so the rewrite went ahead and appears in To read.
Oct 27 · Retargeting agent
Lowers the bid on broad site visitors. Its level for bids is Acts silently, so the change sits in the Silent tab instead of in front of you.
Oct 28 · Copy desk
Approves three subject lines for the running-low note on its own: the copy desk accepts work other agents ask for at Acts and notifies you.
Oct 28 · Reorders agent
Proposes the running-low email to 1,860 people, 1,376 after your limits. Sending email is set to You approve, so it waits in To decide.
How permission levels are applied
Limits are checked before any level applies. No level can loosen a limit. Apart from Not allowed, a level decides only who approves an action.
Launches and sends start at You approveCompany setting
By default, launches, emails, new creative, audience changes and desk deliveries wait for you. Budget, bid, pause and resume changes start at Acts and notifies you. You can change any of them.
Limits come first, at every levelFixed order
Spend caps, the largest change in one step, contact limits and the stop button are checked before the level. A silent change still can’t cross them.
Not allowed stops it, with the reasonCompany setting, per agent
An action set to Not allowed, for the company or for one agent, is stopped at the permission check and kept under History. A proposal already waiting is stopped the moment you change the level.
An agent’s levels replace the company’s for that agentPer agent
Levels set on an agent apply to it alone. Caps work differently: an agent’s own spend and contact caps can only be tighter than the company’s.
Each person has an approval limitPer person
No one can approve a budget change bigger than their own approval limit. Viewers can’t decide anything.
When a level doesn’t fit
What happens when a silent change would cross a limit?
It’s stopped, exactly as it would be at any other level, and the stop is recorded. The level never comes into it.
What happens when the person who sees a proposal can’t approve it?
If it changes the budget by more than their approval limit, or they’re a viewer, the proposal names who can approve it and waits for them.
What happens when you loosen a level too far?
Set it back. Every change to guardrails and permissions is recorded with who made it and when. Anything already done stays done: a budget can be set back with a new change, but a sent email can’t be unsent.
What should I start with?
The defaults. Launches, emails, creative and audience changes wait for you. Budget, bid, pause and resume changes happen inside your limits and tell you. Read what agents do for a while, then loosen or tighten one action at a time.
Can I loosen one agent without loosening the others?
Yes. Levels set on an agent apply only to that agent. Its spend and contact caps can only be tighter than the company’s.
Does Acts silently mean I can’t see it?
No. You aren’t notified, but the action is in the Silent tab and in History, with who proposed it, why and what happened.
Start strict. Loosen one action at a time.
Your work email is all we need to start.