Approve, edit or dismiss what an agent wants to send

What it is

Every card in the Inbox is a decision. Approving sends the message for real: the e-mail leaves through your company's sender, the reply appears in the customer's conversation, the post lands in Slack.

Where to find it

Inbox in the sidebar. The same decisions are on an agent's Operations tab.

The confirmation that opens before an e-mail is sent, with what goes out, to whom and from which sender

Approve

  1. Read the card: the chip, Why, and the full message under Show all.
  2. Click the green check (Approve, key A).
  3. If the message leaves the company, a confirmation opens. It lists what goes out, to whom and through which sender. Check it.
  4. Click Confirm and send, or Cancel.

Edit, then approve

  1. Click the pencil (Edit, then approve, key E).
  2. Change the text. Your text is sent instead of the agent's draft, and the agent's version is kept for reference.
  3. Approve it. The card moves to Done as Approved with your edits.

Dismiss

  1. Click the cross (Dismiss: nothing is sent, key X).
  2. Write why, if you want. The reason is optional, and the agent learns from it.
  3. Confirm. The card moves to Done as Dismissed.

What you see in Done

LabelMeaning
ApprovedYou approved it as the agent wrote it.
Approved with your editsYour text went out.
Approved, not sent yetThe send did not go through. Argus tries again, or a person looks.
Taken onYou took a hand-off.
DismissedNothing was sent.
ExpiredNobody decided it in time.

Good to know

  • A sent message cannot be taken back. Read what a card sends before you approve it, and do not approve many cards at once without reading each.
  • An approved message does not leave the same second. It goes out on the next pass of the service that runs the agents.
  • Cards marked Nothing is sent, Saved as a draft or Internal note approve in one click, with no confirmation.
  • A hand-off has no message to send. Its button reads Take it on.
  • Who may decide: the approvers of the agent's department, and the GM. A reply from a person's own mailbox is decided only by that person.
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