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Review and approve what Expertise does before it happens.

The Approvals tab keeps you in control of every action Expertise takes on your behalf. Before it sends an email, updates a record, or posts a message, it pauses and waits for your sign-off here. Pending
  • Shows every action waiting for your review
  • Open any item to see exactly what Expertise plans to do
  • Edit the action if you want to change anything before it goes out
  • Approve to send it immediately, or reject to discard it History
  • Keeps a record of everything you’ve already approved or rejected
  • Gives you a clear trail of what your agent has done and what it asked you about Good to know
  • Approvals can be turned on for actions you want to watch and off for ones you trust to run automatically
  • Sensitive actions like outbound emails can stay gated, while routine internal tasks run on their own