How to Manage HITL Approvals and Agent Tasks

How to Manage HITL Approvals and Agent Tasks

Overview

A human-in-the-loop (HITL) approval is a pause: an AI agent reaches an action that must not run unattended, stops, and asks a person to approve or reject it.

Read this first, because it changes what you should expect in Interno:

  • In everyday Interno use you will rarely, if ever, see an approval request. What ZIN Advisor does in Interno (answering questions, running queries, creating widgets and dashboards) does not raise approval requests.
  • Interno has no approvals inbox and no agent task board. There is no menu item that lists pending approvals or agent tasks, and no way to open the approval window yourself.
  • The approval window can only open by itself, on top of a ZIN Advisor conversation, at the moment that conversation reaches an action that needs sign-off.

The rest of this guide explains how ZIN Advisor keeps you in control in Interno without approvals, and then documents the approval window so that you know how to handle it if it does open.

ZIN Advisor is shown on the Zeron cloud (SaaS) platform only. On an on-premises deployment none of this applies.


Prerequisites

  • An Interno account on the Zeron cloud platform, with ZIN Advisor in the sidebar

How You Stay in Control in Interno

Because there is no approval step for ZIN Advisor's own actions in Interno, control comes from how you ask and from your permissions.

ZIN Advisor actionWhat asks for your say-so
Answering a question, running a query, showing a chartNothing. These only read data
Creating a widget when you asked it to create, build or save oneNothing. It saves in the same reply
Offering to save results as a widget after you only explored dataIt asks once in the chat whether to save
Updating or deleting a widgetIt asks you to confirm in the chat first
Creating a dashboardNothing. The widgets and the dashboard exist as soon as the reply arrives

Two safeguards always apply:

  • ZIN acts with your own access. It cannot create, change or delete anything you could not do yourself in Interno.
  • Everything it creates is ordinary. You can open, change or delete a ZIN-built widget or dashboard like any other.

To pick the widgets yourself before anything is saved, use the ZIN Dashboard builder instead of chat. See How to Create AI-Powered Dashboards. For the chat behaviour in detail, see How to Create Widgets and Dashboards from ZIN Advisor Chat.


If the Approval Window Opens

Navigation: Sidebar → ZIN Advisor (the window opens by itself during a conversation)

The window is titled Human Approval Required. Next to the title, a counter shows how many requests are waiting, for example 3 pending.

The window lists every request waiting in your organization, not only the one from your current conversation. Requests raised by AI agents in other Zeron products can therefore appear here. If there is more than one, each is shown as a chip labelled with the agent's name; click a chip to switch to that request.

If nothing is waiting, the window reads No pending approvals. Close it with the cross at the top right.

What a request shows

ElementWhat it tells you
Risk level chipLOW, MEDIUM, HIGH or CRITICAL
Agent and ActionWhich agent is asking, and what it wants to do
Approvals progressShown only when the request needs more than one approver. It shows how many approvals have been given out of the number required, with a chip for each person who has approved
ContextThe details of the request

Read the context in full before deciding. The risk level is a label attached to the request; it does not replace your judgement.

Approve a request

  1. Read the risk level, the Agent and Action line, and the context.
  2. Click Approve. The button reads Approving… while it is submitted.

If that was the only request, the window closes. Otherwise it stays open on the next one.

Where a request needs more than one approver, your approval adds to the count. The action goes ahead only when the required number is reached.

Reject a request

  1. Click Reject. A text box appears.
  2. Type your reason in the box (Reason for rejection (optional)). You may leave it empty, in which case No reason provided is recorded. A short reason is more useful to anyone reviewing the decision later.
  3. Click Confirm Rejection. The button reads Rejecting… while it is submitted.

An approval card inside the conversation

A request can also appear as an Approval Required card in the conversation itself, showing the risk level and the agent's name, with Approve and Reject buttons. It works the same way: Approve approves at once; Reject asks for a reason and a Confirm. Once decided, the card shows Approved or Rejected.


Agent Tasks

Interno does not have an agent task panel or task board. The work ZIN does for you in Interno happens inside the ZIN Advisor conversation, and you follow it there:

  • While ZIN works, short activity lines in the conversation show what it is doing.
  • When it finishes, the reply says what was created, for example Widget created or Dashboard created with the names.
  • Your conversations are kept under Recent Chats in the left-hand panel, so you can go back to see what was asked and what was built.

For the chat panel, sessions, renaming and deleting, see How to Use the ZIN AI Copilot.


Troubleshooting

I cannot find an approvals page or inbox in Interno → There is not one. The approval window opens by itself during a ZIN Advisor conversation, and only when an action needs sign-off.

No approval window ever appears → This is normal in Interno. Answering questions and creating widgets and dashboards do not need approval.

ZIN created a dashboard without asking me → Creating a dashboard from chat has no confirmation step. Delete the dashboard and its widgets if you do not want them, and see How to Create Widgets and Dashboards from ZIN Advisor Chat for how to avoid it.

The window shows requests I do not recognise → It lists every pending request in your organization, including ones raised in other Zeron products. Do not approve a request you do not understand; leave it for the person who started it.

The window says "No pending approvals" → The request has already been handled, by you or by another approver.

I approved but nothing happened → Check the approvals progress line. A request that needs more than one approver waits until the required number is reached.

I closed the window without deciding → The request stays pending. Interno has no screen for reopening the window on demand; it opens again the next time a conversation raises an approval.

I cannot find an agent task board → Interno does not have one. Follow ZIN's work in the conversation.

ZIN Advisor is not in my sidebar → It is shown on the Zeron cloud platform only, not on on-premises deployments.


Need more help? Contact support@zeron.one

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