{"@context":"https://schema.org","@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Where can approvals be applied?","acceptedAnswer":{"@type":"Answer","text":"Approvals can be applied to standalone Actions, to Inbox-dispatched record tasks, and to steps inside Workflows."}},{"@type":"Question","name":"How do I set up four-eyes review?","acceptedAnswer":{"@type":"Answer","text":"In Project Settings, give the requesting role Require approval on the action, give reviewers Approve, and leave Self Approve off. The requester can then never sign their own request."}},{"@type":"Question","name":"How does Forest keep a human in the loop?","acceptedAnswer":{"@type":"Answer","text":"In three places. Actions that require approval wait for a person to sign. Escalation steps hand a workflow run to an inbox. Automated runs that need a person, or fail, land in the fallback inbox. AI agents go through the same approvals as operators."}},{"@type":"Question","name":"Can we build multi-level approval chains?","acceptedAnswer":{"@type":"Answer","text":"Yes. Chains can require multiple levels of approval, each with its own role or condition. The order is configurable."}},{"@type":"Question","name":"How does escalation work?","acceptedAnswer":{"@type":"Answer","text":"When an operator can't complete a task, or when an approval is overdue, the record can be escalated to another inbox or to a manager. Escalation rules are configured per inbox or per workflow step."}},{"@type":"Question","name":"What happens to an automated run that needs a person?","acceptedAnswer":{"@type":"Answer","text":"It goes to the workflow's fallback inbox, flagged as escalated. An operator picks it up and resumes the run from the step where it stopped, under the same dispatch rules as your other inboxes."}},{"@type":"Question","name":"Is the approval chain auditable?","acceptedAnswer":{"@type":"Answer","text":"Yes. Each approval, rejection, or escalation is recorded with the actor, the timestamp, and any reason given. The chain is part of the case's audit trail."}},{"@type":"Question","name":"Can we export the approval history?","acceptedAnswer":{"@type":"Answer","text":"Yes. Export processed requests over a period to CSV from the History list. Every approval is also in your activity log, available through the public API."}},{"@type":"Question","name":"Can AI agents be approvers?","acceptedAnswer":{"@type":"Answer","text":"Approval authority is typically held by humans, but AI agents can be used in chains for routine pre-approvals (e.g. an AI agent flags a case as eligible before a human signs off). The AI agent's reasoning is part of the chain."}},{"@type":"Question","name":"How do you ensure customer data never leaves our environment?","acceptedAnswer":{"@type":"Answer","text":"The Forest back-end runs inside your infrastructure, alongside your databases. Customer data travels to a provider only at the point where its service is called, and the response is logged back to the case. Data stays in your systems of record."}}]}