Why approvals exist
Approvals exist for safety and control. They let you keep the speed of automation while staying in charge of the moments that matter most to your business and your customers. Approvals are especially useful when:- A reply or action involves pricing, scheduling commitments, or anything that sets a customer expectation.
- The AI is newer to your business and you’re still building trust in how it responds.
- A request falls outside what the Knowledge Hub clearly covers, so the AI flags it for a person instead of guessing.
Approvals never block your customers from reaching you. While an item waits for review, the conversation stays open in your unified inbox so you can step in directly at any time.
How the approvals queue works
When the AI Employee decides an action needs a human OK, it places that proposed action in the approvals queue instead of running it. Each queued item shows you what the AI wants to do, the conversation it relates to, and the draft message or action it has prepared.Open the approvals queue
Go to the AI Employee area and open the approvals queue. Items waiting on you appear at the top so nothing slips through.
Review the proposed action
Read the full conversation context and the action the AI has drafted. You can see exactly what would be sent or done if you approve.
Approve or reject
Approve to let the AI carry out the action as drafted, or reject to stop it. You can also edit a drafted reply before approving so the final message reads the way you want.
Choosing what needs approval
You decide how much autonomy the AI Employee has. You can let it act on its own for routine, low-risk replies and reserve approvals for higher-stakes actions. Tuning this balance is part of setting up your AI Employee and refining your automations.FAQs
What happens if I reject an action?
What happens if I reject an action?
The proposed action is discarded and nothing is sent. The conversation stays open in your inbox so you can reply manually or let the AI try a different approach.
Can I approve actions from my phone?
Can I approve actions from my phone?
Yes. With the Revenue Sol mobile app for Android and iOS you can review and approve items on the go and receive push notifications when something is waiting.
Do approvals use AI credits?
Do approvals use AI credits?
The AI’s drafting and replies run on your AI credits as usual. Approving an item simply lets the prepared action proceed.
Next steps
AI Employee
Set up your AI Employee and decide how much it can do on its own.
Knowledge Hub
Train the AI on your website and FAQs so it proposes better actions.
Unified inbox
See and manage every conversation in one place.