Resources and review

Agents is a Beta feature, and it’s built to keep a person in the loop. Nothing an agent produces gets published or sent anywhere until you look at it and approve it. This page covers the two parts of that promise: the Resources tab, where you set up the building blocks agents reuse, and the review and approval flow, where a person decides before a run continues. Agents are also called workflows in a few places in the app. They’re the same thing.

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The Resources tab

Open the Resources tab from the Agents page. The idea, in the app’s own words:

Set these up once, then attach them to agent steps. Credentials are encrypted and never shown again.

There are four kinds of resource. Connections let an agent call an external service: a Slack webhook, an Outgoing webhook, an API, or Google Docs. Each one is listed with its kind and its status, and you can remove it. A connection is the only way an agent reaches outside FixAEO, and every use of one still stops for your approval first (more on that below). Knowledge bases are the approved facts an agent is allowed to draw on: product facts, documentation, and internal source material. You give a knowledge base a name and a short note on what belongs in it, then add documents — each one a title plus the source text you paste in. This is how you keep an agent grounded in what’s true about your product instead of whatever it guesses. Brand kits keep the writing on-brand. A brand kit holds your writing voice, your approved claims (one per line), and the claims to avoid (one per line). Attach it so every draft sounds like you and stays inside what you’re willing to say. Audiences describe who the content is for: a name, a description of who they are, their goals, and their pain points. An agent writing for a named audience aims the work instead of writing for no one.

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Review and approval

Every agent run reaches a point where it pauses and waits for a person. You can approve it, edit what it proposes, or reject it. Until you do, nothing moves forward. There are two shapes to this, depending on what you’re running. Custom agents stop at an approval checkpoint. When a run hits a Human review step, it pauses and shows you Approve this checkpoint. You see the proposed output, and you can edit it inline before you decide. You can add a review note (up to 2,000 characters) to say why, then choose Approve or Reject. Approving continues the run with the values you see; rejecting stops it. Any external action listed there is approved one time only. Built-in recipe runs pause at Review before generation. Instead of a raw output, a recipe shows you the plan before it writes anything. Depending on the recipe you either edit the brief the draft will be built from, or choose which recommendations to apply and edit each proposed change. Then you pick Approve and generate or Reject. The app is blunt about the limit of this step: approval doesn’t verify facts or publish anything. Review the finished work too.

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External actions always stop first

When a step would send something out of FixAEO — post a Slack message, make an API call, or create a Google Doc — the approval screen shows an amber box headed This approval will send externally. It lists exactly what will go out and where. You’re approving that specific send, this one time. It does not pre-authorize the same action on a future run; the next run stops and asks again.

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Who can decide

Not everyone who can watch a run can approve it. The decision belongs to the agent’s owner, an editor collaborator, or an assigned reviewer. Anyone else can follow the run and see what’s proposed, but they can’t approve or reject it — the app tells them the assigned reviewer, an editor, or the owner has to make the call. Roles come from how the agent is shared; see Team and workspaces. Anything waiting on a person shows up on the Agents Overview tab, under Review or fix N agent runs, marked Approval is waiting. That panel is the fastest way to find runs that are stuck on you.

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