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Help Center / Approvals & actions

Approving, editing, declining, and reassigning actions

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Every prepared action offers the same four decisions. Approve executes it exactly as shown: the email sends, the invoice posts, the record updates, and the result is logged. Approval is the send; nothing happens before it.

Edit changes the draft before approving. Describe the change in plain language: "use the net 30 terms", "shorten to three sentences", "add the delivery fee". The draft updates in place, you review the new version, and both the edit and the final sent version land in the audit trail. Editing is also the feedback loop: repeated edits of the same kind teach you what context the AI is missing, which is worth raising in onboarding.

Decline kills the action; nothing executes, and the decline is recorded with an optional reason. Declining is not failure, it is the system working: an action you declined is an error that cost one click instead of a customer conversation.

Reassign routes the action to the teammate with the missing context: the rep who owns the account, the manager who approves large amounts. Combined with approval rules, reassignment is how a team splits the queue without anything falling between chairs.

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