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AI drafts: checking replies before they are sent

How to review an AI employee’s replies before they reach the client: drafts, the Send and Reject buttons.

If an AI employee isn’t allowed to reply to clients on its own, each of its replies arrives in Conversations as a draft. The client receives the reply only after a person sends it.

What it looks like

A draft card appears in the messages with the reply text and two buttons: Send and Reject. All conversations with drafts are gathered in the Awaiting approval view, and their number is shown next to Conversations in the menu.

Steps

  1. Open the Awaiting approval view.
  2. Read the draft in the context of the conversation.
  3. Click Send if the reply is right, or Reject and reply yourself.

When it is useful

Drafts work well during a new employee’s first days and for important clients. Once you’re sure the employee replies well, let it reply on its own on the Autonomy tab.