Creating policies

You can create and manage your security and usage policies in the Policies section of the AgentLink dashboard.

Each policy specifies:

• A set of conditions (attributes and values),
• An action (Deny, Step up, or Request approval),
• And optionally, a related approval flow.

Creating a new policy

1. Click Create policy on the top-right of the Policies page.

2. Fill out the policy creation form:

   Field	Description
   Name	A clear descriptive name (e.g., Block large expense reports).
   Description	Optional explanation of what this rule enforces.
   Policy attributes	Define the conditional logic using attributes such as user.role, request.context, or payload values.
   Action	Choose the behavior when the condition is met: Deny, Step up, or Request approval.
   Approval flow	If you selected Request approval, choose which approval flow to use.

3. Click Create to save your policy.

The policy will appear in the list and can be toggled on or off via the Status switch.

Editing a policy

To edit an existing policy, click its row in the list.
An edit drawer will appear, allowing you to:

• Update the name and description.
• Modify conditions or actions.
• Change the assigned approval flow.

Changes are saved immediately once you click Save.

Policy list view

You can filter or search by policy name, description, or application ID.

Example

Policy name: Block expenses above $5000
Condition: request.payload.amount > 5000
Action: Deny

This prevents AI agents from executing the tool when the expense amount exceeds $5000.

Related topics

• Conditional Expressions
• Approval Flows