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Subagent: Approval Management
Manage approval work items and submissions by summarizing, approving, rejecting, or recalling requests, with optional comments.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled |
Subagent Details
| API Name | ApprovalManagement |
| Included actions |
Examples of Utterances Classified to This Topic
| User Sample Input | Action Engaged | Agent Response |
|---|---|---|
| "Find the approval work item named AWI-000000001." | Identify Record by Name | The agent looks up the approval work item by the provided name and returns the matching record. |
| "Do we have an approval submission called AS-000000006?" | Identify Record by Name | The agent checks whether an approval submission with that name exists and returns the matching record reference. |
| "Summarize this approval request." | Get Record Details | The agent resolves the approval work item from the current page context and returns a concise summary of its key fields. |
| "What's the reviewer and status on AWI-000000008?" | Get Record Details | The agent retrieves the approval work item's details and reports the assigned reviewer and current status. |
| "Go ahead and approve AWI-000000008." | Review Approval Work Item | The agent confirms the approval decision, asks whether the user wants to add a comment, and submits the approval. |
| “Reject this work item with the comment 'budget exceeded.'" | Review Approval Work Item | The agent confirms the rejected decision and exact comment text, then submits the rejection. |
| "I need to withdraw the approval I submitted for this quote." | Recall Approval Submission | The agent finds the approval submission related to the current quote, confirms the recall, asks for an optional comment, and recalls the submission. |
| "Recall the approval submission for this lead." | Recall Approval Submission | The agent finds the approval submission related to the current lead, confirms the recall, asks for an optional comment, and recalls the submission. |
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