Approvals & governance

Fast agents, human decisions

You decide what agents may do on their own, what needs approval, and who approves it. Every action is logged with who approved it and why.

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What changes

Before

AI either does nothing or does too much

With Deal Room

Clear rules for what runs and what waits

Before

No idea what an AI changed

With Deal Room

Full audit trail for every action

Before

One approver for everything

With Deal Room

Approvals routed by impact and ownership

Set rules like "customer messages need the account owner" once, for every agent.

Approvers see the draft, the reason and the sources before deciding.

Who asked, which agent acted, who approved, and what changed — forever.

AI Agents

Sources on every answer

Every fact links back to the meeting, message or ticket it came from.

Humans approve what matters

Customer messages, CRM changes and access requests wait for approval.

Permissions you already have

People and agents only see what their tool permissions allow.

A full audit trail

Every agent action is logged with who approved it and why.

See how Deal Room handles related workflows — each with its own live demo.