What policy controls#
Every Sidekick action is checked against three gates before it runs:
- Tool-call gate — is this tool allowed at all in this workspace?
- Approval-required list — does this specific tool need a human OK?
- Budget gate — would this action exceed the workspace cost or token cap?
If all three pass, Sidekick runs the action. If any fail, Sidekick either pauses for approval or refuses, depending on the policy.
Trust levels#
Trust levels are presets that wire the three gates for common operating shapes:
| Level | Tool-call gate | Approval-required tools | Best for |
|---|---|---|---|
| Supervised | Read-only by default | Almost everything | New workspaces, sensitive data |
| Balanced | Reads + low-risk writes | Destructive writes, external sends | Most teams |
| Autonomous | Most tools allowed | Production deploys, financial actions | Trusted internal use cases |
| Custom | You define | You define | When presets don't fit |
Choose a level in Sidekick → Settings → Trust level. You can switch any time; the new policy takes effect on the next action.
What's always approval-gated#
Regardless of trust level, the following always require human approval:
- Production deploys
- Sending external email or messages outside connected channels
- Any action a Custom Policy marks as risky
- Any tool the model is told to run that's not on the workspace tool-call allowlist
Sidekick can never raise its own autonomy — it can only ever ask for tighter checks, not looser ones.
Tool-call approval flow#
When an action needs approval:
- Sidekick pauses and surfaces an entry in the Approvals inbox
- The entry shows the tool, the inputs, and the policy basis
- An owner or admin approves or rejects
- Sidekick resumes (or aborts) based on the decision
- The full approval trail lands in the Evidence Vault
Budget-driven approvals#
Budget gates trip when an action would push the workspace over its cost or token cap (configured in Settings → Spending limits). The approver sees the projected spend and can approve, reject, or raise the limit.
info See Approvals governance for the approver-side workflow and Approval workflows for cross-team routing.