AI Inbox
Approve or reject items in the AI Inbox
Clear what the AI proposed from your email — one item, a batch, or every high-confidence item at once.
The AI Inbox collects everything the AI read from your emails and documents that still needs a human decision. Approving an item runs its proposed action — for example creating a shipment, a quote, or applying an update.
Before you start
- The sidebar shows how many items are pending.
- A mailbox must be connected (or shared with you). Until then, the Inbox shows a connect prompt.
Steps
- Open the AI Inbox from the sidebar. The stat cards summarize what is waiting: Pending Review, High Confidence, Needs Review, and Processed Today.
- Scan the row — the Confidence score and Suggested Action tell you what the AI wants to do. Select the row to open its full details first if you want to check the extracted data.
- Decide with the row's buttons:
- Approve (thumbs-up) — runs the proposed action. If it creates a record, you can continue straight to it.
- Reject (thumbs-down) — dismisses the proposal; nothing is created.
- To clear several at once, tick their checkboxes and use Approve Selected or Reject Selected.
- When items sit at 95%+ confidence, the green banner offers Approve All High Confidence — one click approves the whole batch.
- If a pickup-confirmation callout appears above the table, use Apply to accept it or Dismiss to set it aside.
Result
Approved items become Approved (or Auto Approved when the AI handled them for you) and their records go live. Rejected items are kept for audit as Rejected. You get an Item Approved or Item Rejected confirmation.
Tips
- If an email send fails after approval, the item is flagged Send failed — approve it again to retry only the send.
- Approve All High Confidence only clears simple acknowledgements in bulk; items that run a real action ask you to open and approve each one individually.