Review AI replies in Approval Queue

Choose manual or automatic mode

Edit an AI Agent or Advance Agent and select its reply approval mode. New AI/Advance agents default to manual approval; older migrated agents may retain Automatic. If either the workflow or its target AI Agent requires approval, the AI-generated reply is queued. Direct Rule replies, forwarding, and other workflow actions are not gated by this AI-reply setting.

Review a pending reply

1. Open Auto Reply → Approval Queue; its badge shows pending work.
2. Open a draft and inspect the original/conversation, sending account, fixed recipient, subject/body, attachments, and any proposed contact note.
3. Edit and save the draft, or regenerate with AI when needed. Saving/regenerating does not send.
4. Approve only after review, or reject the draft to prevent that queued reply.

Regeneration is a provider request and may cost API usage. If newer conversation messages exist, read them and explicitly acknowledge the changed context before approval. Refresh conflicts must not silently replace unsaved edits.

Pending replies remain pending

Restarting the app or changing the agent to Automatic does not release existing queue entries. Approval claims the saved draft once so repeated clicks cannot intentionally submit it twice. Before SMTP, the app rechecks account/assignment state, current safety/opt-out/suppression, limits, attachments, and the reviewed message context. Contact notes are appended only after an accepted send.

Handle uncertain results carefully

An interrupted or ambiguous send is marked uncertain rather than automatically retried. Check Sent Mail, History, and the recipient/account before manually resending. Reject is terminal. The queue survives restart, but no client can guarantee exactly-once SMTP delivery after every network or power failure. AI Provider must be enabled for AI work and all ordinary license/sending checks still apply.