Two approval gates for outgoing mail

Why two gates

For outgoing mail, PGB uses two independent checks, so that one lapse is not enough.

1. The agent's gate in PGB Agents. When the agent wants to send, the run pauses and you see the exact message in Approvals. You approve or deny.
2. The mailbox's gate in PGB Business. The key's agent rules can refuse a message outright, or hold it for a person in PGB Business Approvals. The mailbox owner or an administrator then chooses Approve and send or Reject.

The gates have different owners and different information. The first is about "is this what I wanted my agent to do?" The second is about "is this allowed to leave this mailbox?"

What the rules can enforce

On the key's agent rules you can choose, for example:

• Recipients: anyone, known contacts only, people in the workspace only, or only certain domains.
• Most recipients per message and messages per day, to stop accidental mass sending.
• Quiet hours when nothing goes out.
• When a message is outside the rules: refuse it, hold it for approval, or hold every message for approval.

Held messages wait for a limited time, and if nobody decides they expire and are not sent. The agent has to send again.

A sensible starting configuration

For a new mail agent:

• One mailbox, with read and send permission only.
• Recipients restricted to known contacts or your own workspace.
• A low daily message count.
• Hold every message for approval until you have watched the agent behave over several runs, then relax to holding only what is outside the rules.

Who decides

Agents can never see or decide approvals. Only the mailbox's owner or an administrator decides in PGB Business, and only you decide your agent's own approvals in PGB Agents.

Try it yourself

1. In Admin, API keys, open Edit rules for an agent key, or create one. Choose the setting that holds every message for approval.
2. Send a message through your triage agent and approve it in PGB Agents. Then find it waiting in PGB Business Approvals and read Why it needs approval.
3. Choose Reject and confirm nothing was sent.

Recap

• Two gates: your approval in PGB Agents and the mailbox rules in PGB Business.
• Rules can refuse, hold or allow, based on recipients, volume and quiet hours.
• Start strict, loosen only after watching the agent behave.