Approvals

Bulk Approval

Efficiently approve multiple similar actions at once

Bulk approval lets you approve multiple AI actions in one operation, ideal for handling high volumes of similar requests.

When to Use Bulk Approval

Bulk approval works best for:

  • Similar, routine responses
  • Batch actions of same type
  • Time-sensitive queues
  • Verified patterns

Only bulk approve after reviewing enough individual items to trust the pattern.

Using Bulk Approval

Step 1: Review Samples

Before bulk approving:

  1. Review 5-10 individual items
  2. Verify AI handling is correct
  3. Check for edge cases

Step 2: Select Items

  1. Check the boxes for the approvals you want to process
  2. Select each item directly; bulk approval does not apply a separate query
  3. Continue only when the selected items are the ones you intend to decide

Step 3: Review Selection

The page displays the number of selected approvals. Review the individual selected approval cards.

Step 4: Submit the Decision

  1. Click Approve selected or Reject selected
  2. The decision is submitted directly; there is no separate confirmation step
  3. Review the result for processed and skipped approvals

Bulk Approval Safeguards

Limits

Each bulk decision accepts a fixed maximum of 50 approval items. The limit is fixed for this release.

Logging

Every bulk approval writes an audit record with these fields:

  • bulk: true
  • decision: approved or rejected
  • count: the number of approvals processed
  • approvalIds: the IDs of the processed approvals
  • skippedIds: the IDs that were not processed
  • rejectionReason: the supplied rejection reason, or null when none was provided

Audit Trail

Bulk approvals are flagged in the audit log with the same fields:

bulk: true
decision: approved
count: 25
approvalIds: ["approval-1", "approval-2"]
skippedIds: []
rejectionReason: null

Best Practices

Start Small

When learning bulk approval:

  1. Start with 5-10 items
  2. Verify results
  3. Gradually increase batch size

Select Deliberately

Review the selected approvals before submitting. Bulk approval uses the exact items selected on the page, so remove anything that needs an individual review.

Review After Bulk

After bulk approving:

  1. Spot-check a few tickets
  2. Verify actions completed correctly
  3. Monitor for customer issues

Know When Not to Bulk

Avoid bulk approval for:

  • Refunds and financial actions
  • Account changes
  • VIP customers
  • Low confidence items
  • Unique situations

Undoing Bulk Approvals

Bulk approvals cannot be undone, but you can:

  1. Check affected tickets
  2. Manually correct any issues
  3. Follow up with customers if needed

Metrics

Track bulk approval usage:

  • Bulk vs individual approvals
  • Bulk approval accuracy
  • Post-bulk corrections needed
  • Time saved

Permissions

Bulk approval uses the same decision permission as an individual approval:

  • Approve selected requires approvals.approve.
  • Reject selected requires approvals.reject.

The server checks the current tenant, permission, and admission rules. Each selected item must still be pending and unexpired and pass the existing admission and custody checks used by an individual decision. An item that is no longer eligible may be rejected or reported as skipped.