How AgentFlow works
A plain-English introduction. What AgentFlow does, who is involved, and where each person does their part.
AI agents can now send emails, issue refunds, share files and more on their own. AgentFlow makes sure a real person says "yes" first.
Before an agent does something important, it asks AgentFlow for permission. A person on your team gets the request on their phone, checks the details, confirms it is really them, and decides. The agent only goes ahead if the answer is yes, and you get a signed record that proves it.
The idea in four steps
An agent asks
One of your AI agents wants to do something, such as "send this letter to Meridian Mutual". It sends AgentFlow a request that says what it wants to do and why.
The right person is notified
AgentFlow checks your routing settings and sends the request to the right approver. This might be a named person or anyone holding a role, such as "senior adjuster".
The approver decides on their phone
In the TrustLoop app the approver sees the details and chooses Approve or Reject. They then confirm their identity on the device, for example with Face ID or a fingerprint.
The agent gets a signed answer
The agent receives the final decision together with a signed receipt. Only an approved decision with a valid receipt lets the agent proceed. Everything is also saved in an audit trail that you can search.
Who does what
| Who | What they do | Where |
|---|---|---|
| Admin (you) | Sets up the workspace, connects agents, invites approvers, decides who reviews what, and reviews the audit trail. | The web console in your browser |
| Approver | Reviews each request and approves or rejects. | The TrustLoop mobile app |
| Your technical team | Plugs your AI agent into AgentFlow once, using the access key you create for it. | Your own systems (see the developer docs) |
| AI agent | Asks for permission before acting. | Your own systems |
Admins can watch the queue and reassign a request, but they cannot approve it. Only the assigned approver can decide, and only in the TrustLoop app after confirming their identity. This separation is deliberate.