What you need to set up
The short list of things to onboard, who does each, and where it happens.
To go live you set up four things. The first three are in the web console. The fourth is on phones.
| # | What | Who does it | Where | Required? |
|---|---|---|---|---|
| 1 | Workspace and company profile | Admin | Web console | Yes |
| 2 | AI agent connection (one per agent) | Admin creates it, technical team plugs it in | Web console, then your own systems | Yes |
| 3 | Approvers, and optionally roles and routing | Admin | Web console | Yes (at least one approver) |
| 4 | TrustLoop app on each approver's phone | Each approver | Mobile app | Yes |
1. Workspace
Covered in Get set up. Done once.
2. Connect an AI agent
Each AI agent that needs permission gets its own connection. A connection is a name plus a secret access key that proves to AgentFlow which agent is asking.
Where is application work needed? Connecting the agent itself is a one-time job for your technical team. Send them the developer quickstart and the access key. They add a few lines to the agent so it asks AgentFlow before acting. Nobody else needs to touch code.
Treat the access key like a password. If it is ever lost or exposed, delete that connection and create a new one. Deleting a connection stops the agent immediately.
3. Invite approvers
Approvers are the people who decide requests.
Roles are named groups such as "senior adjusters" or "finance reviewers". Use them when different kinds of request should go to different groups. If everyone reviews everything, you can skip custom roles.
Decide who reviews what (optional)
Out of the box, every request goes to the approver role. If you want something more specific, open Routing.
For each type of request you choose who it is Assigned to 2: a named person or a role.
Routing changes apply to new requests. Requests already assigned stay with their current reviewer unless you reassign them.
4. TrustLoop app for approvers
Each approver sets up their own phone:
That is it. From then on, requests assigned to them appear in the app.
Final check
When the Get started checklist on your Dashboard shows everything complete, you are live. A good way to confirm is to ask your technical team to send a test request, then approve it from a phone.