Bring people into the work
Use planned reviews and requests for help without supervising every Agent action.
People can take responsibility for decisions without supervising every Agent action. Build a review into the plan when it should always happen, or tell an Agent when to ask for help during its own Task.
Choose the right kind of human involvement
Use a planned Human Task when a decision belongs to a person every time. For example, an Agent prepares a quotation, a sales manager reviews it and an Agent finalises the approved version.
The review happens because it is in the Job plan, not because the Agent is unsure.
A planned approval, from start to finish
Ask your 2IC to include both the approval path and the revision path. “Requests changes” should lead to a clear next step, such as returning to quotation preparation with the manager’s feedback.
Complete a review assigned to you
- Read the request and previous work
Check what you are being asked to decide. Open the document or other deliverable, and use the previous Task’s result for context.
- Check the decision options
The Job defines the available choices. Understand whether your response will complete the Job, continue it or send it back for revision.
- Give a useful response
Approve when the work meets the brief. If it needs revision, explain what to change and what a satisfactory result would look like, then submit the appropriate decision.
- Follow the next step
Return to the Job to see the work continue or complete. If you asked for changes, you may receive another review after the revision.
Instead of “Wrong”, try: “The quotation uses the standard rate, but this client has the agreed annual discount. Recalculate using the attached agreement and return the revised quotation for approval.”
While an Agent is paused waiting for a person, that waiting time is not added to its active running minutes.