Approvals and automation
Decide one-time approvals, handle exceptions, and manage bounded standing rules.
Use Approvals for today's decisions and Automation for standing rules. The two pages are separate so reviewing work never gets mixed with changing future authority.
Decide work in Approvals
The Approvals lane shows pending one-time decisions, newest first. Open an item to read its reason, evidence, price, and the authority it needs. Approve or decline one item, or select several and decide them together.
Approving spend rechecks the current price. If it is higher than the amount first shown, Vergio asks for a fresh confirmation. Batch decisions report each success or failure separately. A pending approval expires after 14 days.
Handle Exceptions
The Exceptions lane collects work that could not continue safely:
- Failed or held Growth Reports.
- Collection problems and wallet blocks.
- Expired approvals.
- Open deals with no stage move, note, or account activity for 30 days.
An exception is not presented as completed work. Open it to see what is known and the next available action.
Review what happened
Choose History from Approvals to trace recent decisions and automated work. Each item shows its result and action ID, so you can connect an approval or standing rule to the report, watch, or account change it authorized.
Create a standing rule
Open Automation to create, edit, or revoke standing rules:
| Rule | What it can do | Bound |
|---|---|---|
| Dismiss suggestions | Suggest or dismiss accounts matched by selected triage reasons | No spend, maximum 50 automated actions per day across the workspace |
| Prepare Growth Reports | Suggest or prepare reports for eligible accounts | 1 to 20 reports per month, with the saved monthly maximum shown before creation |
| Accept Client Watch | Suggest or accept won deals into Client Watch | 1 to 20 active rule-created watches, with the saved recurring monthly maximum shown before creation |
Suggest sends the item to Approvals. Execute acts within the cap you save. Creating the rule is your consent to that recurring maximum. If a rule reaches its cap or the wallet cannot fund the work, Vergio stops instead of exceeding it.
Revoking a rule stops future actions. Existing Client Watches remain active until you cancel them.
Know the automatic pipeline limits
A reply opens a deal at Discovery. Moving a deal to Won converts the account to Customer. An open deal with no activity for 30 days appears in Exceptions. Nothing else moves a deal stage, and Vergio never closes a stale deal for you.
Agents with read:wallet can read the same approval and standing-rule state through
list_approvals and list_standing_rules.
Related
Updated July 28, 2026