Daily work
Review approvals
Handle visitor requests that require a person before the assistant can continue.
3 min read
When approval is used
SaveADay can answer and complete safe customer actions directly. A request appears in Approvals when business policy requires human judgment before the next action can happen.
Review a request
- 1
Open Approvals
Choose Approvals in the Primary section of the business sidebar.
- 2
Read the full context
Check what the customer requested, the related record, and any details the assistant collected.
- 3
Make a decision
Approve only when the requested action is correct and allowed. Otherwise reject it so the request does not proceed.
- 4
Check the outcome
Return to the related module or conversation if the decision requires additional follow-up from your team.
Do not approve a request solely because the assistant proposed it. The person approving remains responsible for the decision.
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