Tasks and Approvals

Every step an agent plans while pursuing a goal becomes a task, and every message or action that needs your decision becomes an approval. Both live under Tasks in the sidebar, which shows a count of open tasks.

​

Tasks

The Tasks page lists the work your agents have planned across every goal, grouped by when it is due: Overdue, Today, Tomorrow, This week, and Upcoming, followed by Done and Dropped. Each row shows an icon for the kind of task, the task, when it is due, the goal it belongs to, and the agent it is assigned to. Use Filter tasks to narrow the list.

​

Kinds of tasks

​

Working with a task

Click a task to open it, with a link to the goal it belongs to. When the agent’s reasoning adds something to the title, the info icon next to the title shows why it planned the task. From there you can:

• Reschedule: click the due date to pick a new time.
• Mark done: close the task yourself.
• Cancel: drop the task, with an optional reason.

Only scheduled tasks can be changed, and only by the goal’s owner or an admin (anyone can, when the goal has no owner). A contact’s tasks also appear on the Tasks tab of their contact record, soonest first.

​

Approvals

Approvals are how you keep the final say over what your agents send. Each goal runs in one of two modes:

• Ask: the agent asks you before every message, call, and record update. Nothing goes out until you approve it. This is the default for new goals.
• Autonomous: the agent sends messages, places calls, and updates records without asking you. If something it wrote looks wrong, it stops and asks anyway.

You choose the default mode for new goals in Settings, and you can change a goal’s mode from its page at any time. Anything already waiting for your approval stays there when you switch.

​

When an autonomous goal still asks

Before anything goes out on an autonomous goal, the agent’s draft is checked. When a check trips, the draft is held for your approval and the reason is listed under Look at:

• It promises something this goal does not cover
• It repeats internal notes about this person
• It tells them they are not a fit
• They asked to be contacted another way
• Nothing on file supports this value

Look at can also point out things that do not hold a draft on their own, such as a message that is not in the contact’s language or an update that replaces a value already on the record.

​

Where approvals appear

• The Approvals column on the Tasks page, which reads All caught up when nothing is waiting
• The top of the goal’s page
• Needs your attention on your dashboard’s Home page

Open an approval to see the full proposal, with links to the contact and the goal and when the request expires. Approving sends exactly what is shown: drafts cannot be edited. See After you approve for when it goes out. If the proposal is not right, reject it and add a Note telling the agent why. The agent uses your note to plan again: on an Ask goal, its new draft comes back to you as a new request, and on an Autonomous goal it goes out unless a check holds it. Reject without a note, or with a note saying to stop, and the goal moves to Waiting for team. Only the goal’s owner or an admin can decide its approvals; when the goal has no owner, anyone on your team can.

​

Approving from outside the dashboard

You do not have to open the dashboard to decide:

• Email: when Ask by email is on in Settings, the goal’s owner (or your default owner, when nobody owns the goal) receives each request by email, as long as they have not turned off Approval requested in their notifications. Reply “approve” or “reject” to decide; short answers such as yes, ok, or no work too, in English or French. Reminders arrive by email before the request expires.
• Slack and Microsoft Teams: when a goal was delegated to Ask Dimedove from a Slack or Microsoft Teams thread, its approvals appear in that thread as a card with Approve and Reject buttons.

​

Expiry

Approval requests expire after 48 hours by default, and sooner when the request is urgent or the goal’s deadline is close. You can change the default in Settings. Silence never counts as approval: when a request expires, nothing is sent and the goal moves to Waiting for team until someone decides the next step.

​

After you approve

An approved message goes out immediately when you are inside your working hours. An email or text you approve outside working hours goes out in the hour before they open, and an approved call waits until they open. If the agent re-planned the proposal while you were reading it, the request can no longer be decided: check the goal for its next step.