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Approvals

The Approvals page is where you review AI-drafted email replies before they go out. Agent X classifies inbound emails, drafts a response, and queues it here rather than sending automatically — a human always reviews the final message.

Reviewing a Proposal​

Each pending reply shows:

  • Who it's to (contact name and company)
  • A short reason or snippet explaining why Agent X drafted this reply
  • Any Cc recipients
  • How long ago it was queued

Cards flagged Needs review (amber) mean Agent X wants a closer look before sending — usually because the reply touches something sensitive or ambiguous. These still send with one click, just relabeled Send anyway to make the review step explicit.

Actions​

  • Send — sends the reply as drafted
  • Edit — opens a side panel to change the subject, Cc list, or body before sending. The panel also shows the previous messages in the same email thread for context.
  • Reject — discards the draft; no email is sent
  • Approve all — sends every pending proposal currently in the list, in order

Editing a reply saves your changes even if you close the panel without sending — the next time you open that proposal, your edit is still there.

Searching​

Use the search box to filter the list by contact name, company, subject, or the reason Agent X gave for drafting the reply.

Staying Current​

The list refreshes automatically every 30 seconds, so new proposals appear without needing to reload the page.