Approve what the agent drafts

Send, change or dismiss replies and actions the agent held back for you.

How-to2 minChecked against ERIX on

Drafts and held actions, such as a payment link or a booking, wait in Agents › Approvals. Home shows the newest ones too.

  1. Step 1. Open Agents › Approvals. Each item shows the customer's question and what the agent wants to send or do.

    Approvals with nothing waiting: held automations and new AI drafts appear here. (opens the full-size image)
  2. Step 2. Select Review in inbox to read it in the conversation, change it if needed and send it, or Dismiss to drop it. On Home, the same drafts offer Approve and send to send as they are.

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