AI Inbox
Review a single AI Inbox item
Open one AI proposal, check the fields the AI extracted, and approve and create the record — or reject it with feedback.
When you want to check exactly what the AI read before you approve, open the item's detail page. It shows the AI's analysis, every extracted field, and the decision buttons.
Steps
- In the AI Inbox, select a row (or choose View Details from its menu) to open the item.
- Read the AI Analysis card at the top: the Confidence score, the Review Reason (why this needs you), and the Review Type. A 95%+ item is marked Auto-approval eligible.
- Check the tabs:
- Extracted Data — the parsed Shipper, Consignee, Origin, Destination, Weight, Pieces, Volume, ETD, ETA, and every other field the AI found.
- Original Content — the raw email or document.
- History — the audit trail for this item.
- If the AI attached a generated document, an Attachments card lists it — "These files will be attached when you approve the draft." Select a file to preview it.
- Decide in the Review Actions card:
- Approve & Create — runs the action and creates the record, then returns you to the Inbox.
- Reject — dismisses the proposal.
- Feedback (optional) — add notes in "Add notes or feedback for AI improvement..." before you approve or reject; it is stored with the decision.
Result
Approving shows Item Approved and the new record is live. Rejecting shows Item Rejected. If the item sends an email and the send fails, you see Email not sent and the card is flagged Send failed — approve again to retry the send.