Emails
Approve a booking from the email workspace
Open an email full-screen, review what the agent extracted, and accept, override, or reject the proposed booking.
The full workspace is the wide, three-column view of a single email: the thread on the left, the shipment record it links to in the middle, and the agent's proposal on the right. It is where you turn an inbound booking or quote acceptance into a real shipment.
Before you start
- Open it from the Emails reading pane with Open full workspace, or from a Work Queue item.
Steps
- Review the middle column — the fields the agent extracted, matched against the shipment on file. New values and conflicts are highlighted so you can see exactly what will change.
- Read the agent's proposal on the right, then choose the primary action:
- Accept All — applies the extracted data and advances the shipment.
- Approve Booking — shown when the email is a customer accepting a quote; approving creates a BOOKED shipment from that quote.
- Reject — dismisses the proposal without changes.
- If a Booking Blockers banner appears, the shipment is missing something required — "Resolve these issues before approving, or override if you have confirmed them externally." Fix the issues, or, if you have already confirmed them outside Linbis, use Override & Approve. Dismiss hides the banner without acting.
Result
Accepting or approving creates or updates the shipment and moves it to its next stage. A quote acceptance leaves a BOOKED shipment linked back to the quote. When the AI approved a quote for you, an Auto-approved badge shows the confidence and time.
Tips
- To reply, use Reply, Reply all, Forward, or Draft reply in the same workspace — see Reply to a customer from the shipment file.