Wrapstart AI

Approve or reject what the AI wants to send

When the Lead Agent needs your OK (a message, a quote, a proposal, a booking) or has a question it can't answer, it waits for you.

Where to find them

  • On the lead's panel in Wrapstart AI > Lead Agent > Leads. The Lead Agent card shows how many are waiting.
  • The notification bell: AI Approval Needed for drafts, and questions you can answer right there with Send to agent.
  • The Agent Tasks widget on your Home dashboard: one list of everything your agents are waiting on. Add it with Add Widget if it isn't there.
  • On your phone: a notification with Approve & send and Reject buttons, and the AI approvals screen (More > AI > Queue).

Approve, change or reject

  1. Read the draft.
  2. Click Approve to send it. A draft held for Contact Hours shows when it will go; Send now sends it straight away.
  3. For a drafted quote, click Edit quote on the lead's panel to change it first. Your saved quote replaces the draft.
  4. To change a message, click Teach the agent and say what to fix. It rewrites the draft for you to approve.
  5. Click Reject to stop it. Pick a reason, like Wrong price or Too pushy, and choose Reject and teach so it doesn't happen again.

Answer a question

Click Answer (in Agent Tasks) or open Talk to the agent on the lead, type what it should do and send it. Click Already handled or Dismiss if you dealt with it another way.

Important

Drafts nobody decides on expire after 24 hours and show as rejected. Click Send the agent back in on the lead to have it try again.

Tip

On your phone, Approve all and Reject all clear the whole queue at once.

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