Approve and send

Approval is the one gate that stands between a draft and a real email. Nothing goes out until you mark a row Ready to send, and the backend enforces it.

The six tabs#

A table groups rows by stage across six tabs, each with a count:

• All, every row in the table.
• Drafts, rows the agent has written but you have not approved.
• Ready to Send, rows you approved and that are queued to go inside your limits.
• Email Sent, rows that have been sent.
• Follow Up Sent, rows where a follow-up went out.
• Replied, rows that got a reply.

What approval means#

Marking a row Ready to send is you authorizing that specific email. It is the send_ready gate: nothing is emailed without it, and the backend refuses a send that is not ready with a not_ready error. Approval is per row, so you decide exactly what goes out.

Editing a draft before it goes#

Open a drafted row to read the pitch the agent wrote. You can edit the subject and body before you approve, so if the angle is close but not quite right, fix it and then mark it ready. Editing before approval is the moment to add a personal touch or correct anything the agent got wrong.

Bulk approving#

When a batch of drafts looks good, use Mark ready to send to approve them together, and Un-mark to pull rows back out of the queue. Review before you bulk-approve: the gate only helps if you actually read what you are authorizing.

What the agent sends without you#

Once a row is Ready to send, the agent sends it on its own, inside the workday and limits: spaced at least 30 minutes apart, within the daily cap, and skipping anything on the do-not-send list. It will also send simple replies to some inbound messages on its own, and decide whether to nudge a quiet thread once. See follow-ups and what the agent asks you.

What it never sends without you#

• Any first pitch that is not marked Ready to send. The gate is absolute.
• Replies to an unsubscribe, a not-interested, or a bounce. The agent never contacts those.
• A second automated reply without a new inbound. It will not double-message on its own.

Why a sent row never goes back to Ready to Send#

Once a row is sent, it moves to Email Sent and does not return to Ready to Send. Sending is a one-way step: the email is already out, so there is nothing left to approve. From here the conversation lives in the inbox, where replies are triaged and wins get recorded.

Note: if a send does not go out, it is usually a limit, not an error. Check the refusal reasons (paused agent, cap reached, spacing not elapsed, address suppressed) before assuming something broke.