> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Approvals with Magic Agents

> Automate MSP approval workflows by attaching ConnectWise or Autotask Contact Types to Magic Agent intents and approving via Teams, Messenger, or email.

The **Magic Agent Approvals feature** allows **Managed Service Providers (MSPs)** to fully automate approval workflows **directly within Thread**. By adding approvals to **Magic Agent intents**, you can **automatically trigger approval requests** based on the request type, removing manual effort and ensuring a **consistent, fast, and compliant approval process**.

With this feature, **technicians no longer need to manually request approvals**—instead, approvals are automatically triggered when a request **matches a predefined intent**. Approvers can **approve or decline** instantly via **Thread, New Teams, Messenger, or email**, keeping decisions moving without delays.

**This is currently only available for ConnectWise and Autotask Partners.**

## Setup process

### 1. Configure contact types in ConnectWise

To enable approvals, partners need to configure ConnectWise:

<Steps>
  <Step title="Create or use Contact Types">
    Create/Use the appropriate **Contact Types** for approval purposes in ConnectWise.
  </Step>

  <Step title="Assign Approvers to Contact Types">
    Assign the **Approvers** (Contacts) to the corresponding Contact Types.
  </Step>

  <Step title="Assign Contact Types to intents">
    Assign each Contact Type to the relevant intent(s).
  </Step>
</Steps>

!

### 2. Enable approvals for intents in Thread

Once the ConnectWise setup is complete:

<Steps>
  <Step title="Open Admin Magic AI">
    Navigate to the **Admin Magic AI** section in Thread.
  </Step>

  <Step title="Select the Agents tab">
    Select the **Agents** tab.
  </Step>

  <Step title="Edit the intent">
    Select the intent you want to enable approvals for and click **Edit**.
  </Step>

  <Step title="Toggle on Approval">
    In the intent settings, locate the **Approval** section and toggle it **On**.
  </Step>

  <Step title="Select Contact Types">
    Select the **Contact Types** that contain all possible approvers for that intent.
  </Step>
</Steps>

!

## Functionality

### 1. Pending approvals

* The agent will **not time out** while waiting for an approval decision.
* If the organization has the **Teams integration**, approvers will be added to the Teams chat as a notification to approve the request.
* In **Messenger**, approvers will also appear in the chat until an action is performed (approve or decline).

!

### 2. Approval tracking in Inbox

Technicians and admins can monitor all approvals in Inbox. Approvals will be categorized as:

* **Active**/**Closed**

With multiple Approval states:

* **Pending**
* **Approved**
* **Declined**
* **Canceled**

!

### 3. Email notifications

Approvers will receive an **email reminder**. The email will include buttons to **Approve** or **Decline** the request, redirecting the approver to the Thread interface to complete their action.


## Related topics

- [Liongard ConnectWise Automate Read](/skill-library/liongard-inspectors/liongard-connectwise-automate.md)
- [Flows: Automate Thread Routing and Actions in Inbox](/inbox/flows.md)
- [Power Automate Governance](/skill-library/m365-administration/power-automate-governance.md)