Last updated: 2026-09-20 · 3 min readBusiness〜
Agent States and Management
The agent answers from Room context and may propose actions. Decide pending proposals across Rooms in Agent Inbox. What happened in a Room is on the decision timeline. Room /activity is not a daily entry.
Where to check status
| What you want to know | Where to check |
|---|---|
| Whether the agent can answer | Room chat sidebar |
| Pending AI proposals | "Pending approvals" in the Room chat sidebar; across Rooms, the workspace Agent Inbox |
| Detected signals | Decision timeline |
| Customer reactions or important changes | Decision timeline |
| Unhandled proposals across Rooms | Workspace Agent Inbox |
Main operating states
| State | Meaning | Where users see it |
|---|---|---|
| Idle | Waiting for a question or Room change | Chat sidebar |
| Analyzing | Building an answer from Room data | Chat sidebar |
| Needs review | An action is waiting for approve or reject | Agent Inbox cards |
| Executing | Running an approved write | The same card |
| Recorded | A signal or note stayed in the project context | Decision timeline |
| Error | Answer, load, or approval failed | Inbox or the screen that failed |
Writes such as tasks, pages, messages, and stakeholder updates do not run until they are approved.
When proposals are waiting
- From a project-health alert in the Room, click "Open proposal" to open the chat sidebar on "Pending approvals".
- Read the title, rationale, and anything customers would see.
- Complete Approve or Reject with the second confirmation click.
- After approval, the same row shows "Open the created task" or "Open the created page" so you can check the result right away.
Expired proposals no longer appear under "Pending approvals".
When there are signals
- Open the Room.
- Open Decision timeline in the left menu.
- Filter by type if you need to.
Errors
| Situation | What to do |
|---|---|
| Chat answer fails | Wait and send again. Shorten large attachments |
| Approve or reject fails | Read the card and try again. Tell an admin if it repeats |
| Room data is missing | Check membership and permissions |
The agent supports project judgment. A person must review contracts, outbound copy, and customer-facing files before approval.
Related articles
- Agent InboxHow to approve or reject pending proposals across Rooms from the workspace inbox.
- Decision TimelineHow to review customer confirmations, AI signals, and decision context in chronological order
- Signal DetectionThe types of client-project signals the AI agent detects automatically, and how to act on them