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Confirmations for critical actions

When does XOS ask before acting?

If an agent in the chat wants to run an action in a connected system that is hard to undo, it stops and asks for your approval. This covers operations that move money, change existing data irreversibly or send something outside. Reading and harmless changes run without a check-in.

XOS asks at the two highest risk levels: CRITICAL (red) and HIGH (orange). Examples:

  • Money: issuing a refund or canceling an order (Shopify), creating an invoice (sevDesk, lexoffice, QuickBooks, Xero, Stripe)
  • Deleting and archiving: archiving a Notion page, deleting a task in Asana, canceling a Calendly appointment
  • Merging: merging a pull request (GitHub) or merge request (GitLab)
  • Sending: sending a document for signature via DocuSign
A critical action never runs without your explicit approval, even if the agent is sure.

How do I confirm in the chat?

When the agent proposes such an action, a card titled Confirmation required (Bestätigung erforderlich) appears in the conversation. It shows the risk level, the Operation (for example github/merge_pr) and a preview of the Data (Daten) the agent would use.

  1. Check Operation and Data (Daten).
  2. Click Approve (Genehmigen). The agent runs the action right away and keeps working.
  3. Or click Reject (Ablehnen). The agent cancels the action and continues without it.
  4. Instead of clicking, you can also reply in the chat and describe what should happen instead.
After an approval, the same operation stays unlocked for 2 minutes, and the agent won't ask again during that time. After that, or if the data changes, XOS asks again.

How do I approve later via the Inbox?

If you're not in the chat, no check-in gets lost: every open confirmation appears as a Approval required (Freigabe erforderlich) task in your Inbox, with operation and risk level.

  1. Open the Inbox and switch to the Action required (Aktion erforderlich) tab.
  2. Open the Approval required (Freigabe erforderlich) entry and check the operation and risk level.
  3. Click Approve (Freigeben) or Reject (Ablehnen).
  4. Or click Edit (Bearbeiten), type into the text field what should run instead (for example a different amount) and confirm with Send (Senden).

Once you decide, the entry moves to the Done (Erledigt) tab. The link to the chat takes you back to the conversation the approval came from.

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