Configure intelligent approvals

Configure your instance to support intelligent approvals.

Configuration overview

Before you can use intelligent approvals, verify that your instance meets the following requirements and complete the configuration tasks.

1. Verify AI entitlement

   Check your entitlements to determine whether you have access to publish and run intelligent approvals.

2. Activate the Intelligent Approvals plugin

   Activate the Intelligent Approvals plugin (com.glide.intelligent_approvals) to turn on the AI agent that processes approval requests and generates approval decisions.

3. Configure user roles and permissions

   Assign the appropriate role to users who create and manage intelligent approvals. Access to build-time features is restricted by role.

4. Verify AI Platform Core dependencies

   Confirm that the following AI Platform Core components are activated:

   • NextWave framework
   • AIX framework for the homepage experience
   • Document Intelligence (DocIntel) capabilities

Prerequisites and dependencies

Intelligent approvals require the following components and entitlements:

AI entitlement

Check your entitlements to determine whether you have access to create, publish, and run intelligent approvals.

AI Platform Core suite

The following AI Platform Core components must be activated:

• NextWave framework
• AIX framework for the homepage experience
• Document Intelligence (DocIntel) capabilities (com.glide.intelligent_approvals)

Approver Agent

The Approver Agent that evaluates approval requests and generates approval decisions must be activated. This agent processes requests at runtime and returns one of three outcomes: auto-approve, auto-reject, or can't decide.

User role

Users must have the appropriate role to create and manage intelligent approvals. For role requirements, see Intelligent approvals reference.