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Human-in-the-LoopHuman-in-the-Loop (HITL)

Human-in-the-Loop (HITL)

HITL is the principle that no agent output reaches a client or an external system without a human making an explicit decision first. It is not an optional layer — it is enforced at the database and tool-dispatcher levels so that no code path can bypass it.

Technical enforcement: Governance & Guardrails — Layer 3 HITL spec, approval DB schema, resolution flow code Approval display: UI Patterns — how approvals look in each app Full approval lifecycle: Approval Flow — creation → notification → decision → downstream


The Non-Negotiable Rule

No agent can trigger a write action on an external system without a corresponding approvals record with status = 'approved'.

This is enforced at the tool dispatcher — before any external API call executes, it checks for an approved record. The UI cannot bypass it. An agent cannot bypass it. Even a super admin calling the API directly cannot bypass it.


Where HITL Appears

HITL gates exist at every point where the pipeline crosses a boundary — from research to content, from content to publish, from data to spend.

1. Onboarding Chain

GateWhat is reviewedWho reviewsConfigurable?
Context File approvalThe auto-generated Client Context File (company overview, USPs, tone, competitors)Tenant adminYes — can be auto-approved
Strategy approvalThe full marketing strategy document (goals, channels, positioning)Tenant adminYes — can be auto-approved
Deliverable plan approvalMonthly volumes per deliverable type (e.g. 10 blogs, 12 social posts)DM reviewerYes — can be auto-approved
Action items approvalOne-time strategic tasks generated by the Action Item Planner (audits, setups, research)DM reviewerYes — can be auto-dispatched

Nothing in the content pipeline runs until the strategy and deliverable plan are approved. These are the upstream gates for everything else. The Action Item Planner runs in parallel with the deliverable plan approval wait — its tasks appear for DM review while the plan itself may still be pending.

Autonomy settings: All four onboarding gates (context, strategy, deliverable plan, action items) can be bypassed per tenant or platform-wide via System → Autonomy. When disabled, the pipeline auto-approves the output and immediately triggers the next stage. The dashboard shows an “Auto-approved” badge in violet and the timeline records a System entry for full auditability. See Autonomy Settings.

2. Content Pipeline

GateWhat is reviewedWho reviews
Topic list approvalAgent-proposed blog/social topics before any writing beginsDM reviewer
Blog post approvalFull blog post draft before publishing to WordPress/WebflowDM reviewer
Social post approvalEach platform variant (LinkedIn copy ≠ Instagram copy)DM reviewer
Email campaign approvalFull email HTML + subject line + preview textDM reviewer + tenant admin
GBP post approvalGoogle Business Profile post copyDM reviewer
Landing page approvalFull landing page copyDM reviewer + tenant admin

3. SEO Pipeline

GateWhat is reviewedWho reviews
Keyword cluster approvalGrouped keyword clusters before brief writing beginsDM reviewer
Content brief approvalSEO brief (angle, structure, target keyword, search intent)DM reviewer
Backlink prospect approvalProposed target sites before outreach emails are writtenDM reviewer
Outreach email approvalEach personalised outreach emailDM reviewer

4. Paid Ads Pipeline

GateWhat is reviewedWho reviews
Search term classificationsKeyword → add / negative / watch classifications before pushing to Google AdsDM reviewer
Ad copy approvalRSA headline/description sets or Meta ad variantsDM reviewer
Optimization recommendationsBid adjustments, budget changes, pause/enable recommendationsDM reviewer + tenant admin
Live ad pushFinal confirmation before changes are applied to live campaignsDM reviewer

Ad-related approvals are always risk_level: high — they have immediate spend impact.

5. Reporting & Analysis

GateWhat is reviewedWho reviews
Monthly report approvalFull performance report before it is sent or shared with the clientDM reviewer
Anomaly alert reviewDetected metric anomalies before alerting the clientDM reviewer

6. Agent Mid-Run Decisions

Some agents encounter a decision point mid-execution that they cannot resolve themselves. They create an approval gate and pause, waiting for a human to decide before continuing.

ScenarioApproval typeExample
Agent needs content directioncontent_direction”Should this blog post target informational or commercial intent?”
Agent needs brand guidancebrand_direction”The client’s guide is ambiguous on formal vs casual tone for this topic.”
Agent needs budget decisionbudget_authorization”Running site audit will cost ~$2.40. Approve to proceed.”
Strategy change requiredstrategy_change”New competitor data suggests pivoting keyword focus. Approve new direction.”

7. System Safety Gates

GateWhat triggers itWho resolves
Channel action gateAny write-tool call (post to WordPress, publish to LinkedIn, push to Google Ads)DM reviewer
Budget haltAgent cost exceeds per-activity or campaign capDM reviewer / super admin
Approval expiry escalationApproval not actioned before its expiry windowDM reviewer (urgent)
Watchdog escalationAgent stuck or running anomalously longDM reviewer / super admin

Approval Types Summary

TypeCreated byDefault riskExpiry
content_reviewSystem (auto)Derived from deliverable type72h low / 48h medium / 24h high
content_directionAgent (create_approval tool)medium48h
brand_directionAgent (create_approval tool)medium48h
strategy_changeAgent (create_approval tool)high24h
budget_authorizationAgent (create_approval tool)high24h
channel_actionSystem (write-tool gate)high24h

Risk levels by deliverable (content_review only):

DeliverableRiskReason
Blog post draftlowNo external action yet
Social post (organic)mediumDirect audience reach
Ad copymediumSpend-impacting
Email campaignhighIrreversible send
Live ad create/updatehighImmediate spend impact
Live social posthighPublic and hard to retract

Who Reviews What

RoleCan reviewScope
DM reviewerAll approval typesTheir assigned tenants
Tenant admincontent_review (optional), strategy_change, budget_authorization, deliverable_planTheir own tenant only
Super adminAll types, all tenantsPlatform-wide

Some approvals require both a DM reviewer and a tenant admin sign-off (notably email campaigns and ad optimization pushes). Both approvals must be resolved before the gate opens.


DocWhat it adds
Approval FlowFull lifecycle: creation → notification → display → decision → downstream
UI PatternsHow approvals look and behave in Dashboard, DM Portal, Mobile, CLI
Governance & GuardrailsTechnical enforcement: DB schema, tool dispatcher, validators, budget halt
Workflow ModelEnd-to-end pipeline context — where approvals fit in the activity chain
Notifications — ChannelsEmail, SMS, WhatsApp, web push delivery
Notifications — ProvidersPlatform defaults vs tenant BYOP
DM Portal — ScreensP2 approval queue, P3 activity + HITL detail
Dashboard — ScreensD5 approvals queue, D4 campaign detail with activity approval
Mobile — AppPush notifications for approval events
CLI — Commands/approve, /reject, /bulk-approve

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