Tour of the console
A guided look at the screens you will use, with mock screens that show what to click.
The numbered circles in each mock screen match the numbered notes beneath it. Real screens will differ slightly in colors and data, but the layout and wording are the same.
The left menu
Everything is reached from the menu on the left.
| Menu item | Use it to |
|---|---|
| Dashboard | See what is waiting, risk levels and recent activity. |
| Approvals | Watch the live queue and open any request. |
| Audit trail | Search the history of everything that happened. |
| AI agents | Add and manage agent connections. |
| People & roles | Invite approvers and organize them into roles. |
| Routing | Choose who reviews each kind of request. |
| Settings | Workspace profile and your admin team. |
Some menu items may not appear if they are not turned on for your workspace. This is normal.
Approvals: see what is waiting
- Click Approvals in the menu.
- Narrow the list by status, risk or search.
- Click any row to open it.
Opening a request shows what the approver sees: a summary of what the agent wants to do, the risk level, checks that were run, a timeline of what has happened, who it is assigned to, and the signed receipt once it is decided.
From there you can:
- Reassign it to another person or role, if the current reviewer is away.
- Notify approver to resend the notification to the reviewer.
You cannot approve or reject from the console. That happens only in the TrustLoop app.
The TrustLoop app: where decisions happen
- The approver reads what the agent wants to do and the key details.
- They tap Approve or Reject.
- They confirm their identity on the phone. Only then is the decision final.
Audit trail: prove what happened
- Click Audit trail.
- Filter by date, category (request, decision, verification and so on), person or agent.
- Click Verify to check that nobody has tampered with the history.
The trail can only be added to, never edited. Each entry is linked to the one before it, so any change to the past would be detected.
Settings
Under Settings you can update your company profile and invite other admins to the console.