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Access Requests

Manage user access requests across all connectors with onboarding enabled

The Access Requests panel lets you manage user access across all connectors that have onboarding enabled. It is a centralized view — requests from every connector (Slack, Teams, Telegram, WhatsApp, SMS) appear here.

Opening the Panel

The Access Requests panel is available in the agent sidebar — click the people icon. It shows requests from all connectors configured on the agent, not just a single one.

Tabs

The panel has two tabs:

TabDescription
PendingRequests waiting for review. These are users who sent their first message but haven't been approved yet.
ApprovedRequests that have been approved. These users can interact with the agent.

Request Details

Each access request shows:

FieldDescription
User NameThe user's display name from the chat platform
IdentifierThe platform-specific user ID (e.g., Slack user ID, phone number)
ProviderWhich chat platform the request came from
ConnectorThe specific connector that received the message
ConversationThe channel or chat where the user sent their message
Statuspending, approved, or rejected
Created AtWhen the request was submitted
Processed ByWhich team member handled the request (shown after processing)
Processing NoteOptional note added when approving or rejecting

Approving Requests

  1. Open the Access Requests panel from the agent sidebar
  2. On the Pending tab, find the request to review
  3. Click Approve
  4. Optionally add a note explaining the decision
  5. The user is immediately activated and can interact with the agent

Approved requests move to the Approved tab.

Rejecting Requests

  1. On the Pending tab, find the request to review
  2. Click Reject
  3. Optionally add a note explaining why

Rejected users remain in onboarding status. If they send another message, a new access request may be created, giving you the option to reconsider.

How Requests Are Created

Access requests are created automatically when all of these conditions are met:

  1. A connector has the Onboarding toggle enabled (see Access Control)
  2. A new user (not previously approved) sends a message through that connector
  3. The user receives the connector's onboarding message
  4. A pending request appears in this panel

No manual action is needed to create requests — they flow in automatically from your connectors.

Next Steps

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