What this page is for
AI agents prepare work for you: reply drafts, payment checks, payment reminders, listing text. They wait here until a person accepts or dismisses them. Daily briefings and other notices are here too.
Who can use it
See the agent inbox (by default Admin, Operations, Finance, Sales and Front desk). You only see items from agents whose work you may do: for example payment checks need Verify payments, enquiry replies need Reply to enquiries.
How to handle an item
- Open Waiting.
- Read the item. Select Open to see the enquiry, booking, invoice or listing it is about.
- For drafts, change the text in the box if you want to.
- Select Accept to carry it out (send the email, verify the payment, save the text), or Dismiss to drop it.
Fields and columns
| Section | Meaning |
|---|---|
| Waiting | Suggestions and actions waiting for a person. |
| Briefings and notices | The daily operations briefing and other information. Dismiss them when read. |
| Decided | What was accepted, dismissed or failed, by whom, and the result. |
| Draft | Text the agent wrote. You can change it before accepting. |
| Result | What happened when it was accepted, or why it failed. |
Statuses and automation
- An agent does not suggest the same thing twice while one is waiting or was recently decided.
- Accepting checks again that the action still makes sense: an enquiry already answered or a payment already checked is not done twice.
- You can't verify a payment you recorded or collected yourself, even from the inbox.
- While all agents are stopped, nothing can be accepted.
Settings that change this page
AI agents: each agent's level. At "Act on its own", items are carried out automatically and appear under Decided.
FAQs
Who sees an item first? Everyone allowed to do that work gets a notification and sees it here. The first to accept or dismiss it decides.
Can I undo an accepted item? Accepting does the real thing (for example sends the email). Correct it the usual way, for example send a follow-up.
Troubleshooting
| Problem | What to do |
|---|---|
| "You can't accept this." | You don't have the permission for that work, or the item was already decided. |
| An item failed | Read the result. Usually the record changed meanwhile; dismiss the item. |