Approvals and policies

Configure tenant defaults, rep policies, and the approval queue.

5 min read · Updated May 2026

Approval queue

  • Email and SMS sends wait for your approval in v1
  • Each rep sees only their own queue, not a tenant-wide inbox
  • Drafts include citations from email, SMS, calls, and meetings

Policies

  • Admins set workspace defaults for triggers and quiet hours
  • Reps inherit defaults and can override their own policy
  • Pause the agent per lead from the lead detail card