Prerequisites
- Professional or Enterprise (Pro+)
- Workspace role that can create/attach policies (
workspace.governance.create/attach) - Workspace Governance page itself is Admin / Superadmin only; Studio configuration works with broader read/write perms
Path A — Create and attach a tool policy in Studio
1. Open Studio Governance
- Open the Agent Graph in Graph Studio.
- Click Governance in the Studio rail (
?tab=governance). - Open Summary, then Tool Governance (or the Tool Governance tab).
2. Create policy — Details
- Start New policy (create wizard).
- Step Details:
- Name (required — placeholder
Policy name) - Description (placeholder
Describe what this policy controls)
- Name (required — placeholder
- Click Continue to Tools.
3. Create policy — Tools
- Select at least one tool from the catalog (Integration Hub, MCP, or code runner).
- Click Continue to the next step.
- If you only selected code runner tools → next step is Sandbox config (skip Actions).
- If you selected actionable (non–code-runner) tools → next is Actions & arguments.
4. Create policy — Actions & arguments (when shown)
- For each tool action, set the effect:
- Allow — call proceeds (optional argument rules)
- Human approval — pause for a person (Approvals)
- Deny — block (default for actions you do not change)
- Configure argument constraints when Allow or Human approval needs them.
- Continue.
5. Create policy — Sandbox config (when code runner selected)
- Optionally enable Kill switch / Disable all code execution and set Reason.
- Set Limits: Timeout (seconds), Max output bytes, Max code size bytes, Max input size bytes.
- Set Env variable filtering to allowlist or denylist.
- Continue to Review.
6. Create policy — Review
- Read the Policy document.
- Optional Test policy (simulate): pick env (Development / UAT / Production), action, channel id, Simulate.
- Save the policy — it appears in the Library.
7. Attach the policy
- On Tool Governance, find the policy under Library.
- Click Attach (or Attach governance).
- Step Attach policy:
- Apply to: Entire flow or One agent
- Confirm the workspace policy selection
- If the policy has Human approval rules, continue to Approval delivery:
- Channels: Dashboard and/or Email
- Users (email recipients) when Email is on
- Finish attach. Binding type is
policy.
8. (Optional) HIL New profiles
If you need richer destinations than Dashboard/Email:- Open HIL New.
- Create a profile (Dashboard / Slack / Microsoft Teams).
- Attach to tools that need HIL.
9. Triage approvals
- When a run hits Human approval, open OPERATE → Governance → Approvals or Studio HIL Approvals.
- Filter Pending.
- Accept or Reject.
Path B — Workspace operate view
- As Admin, open OPERATE → Governance.
- Policies — watch decisions, rule mix, approvals resolved (7 / 30 / 90 days).
- Approvals — same inbox as Studio.
- Guardrails tab — analytics only; create/attach profiles in Studio (Guardrails).
- Budget — Soon (not available).
Checklist
- Policy saved in Library
- Policy In Use on the flow (or agent)
- HITL policies have Approval delivery (Dashboard and/or Email)
- Graph Saved and Built so the binding ships with the build
- Test a deny / approval path in DEV

