Set approvals
Choose which agent actions wait for a person, such as tenders, appointments and customer updates.
2 min read
Agents pause for your team on the actions you choose, such as tenders, appointments or customer updates.
1
Open approval settings
Open Settings, then Approvals.
2
Choose actions that need a person
Choose which actions need a person: tenders, appointments, customer updates.
3
Save your approval settings
Save. Agents then wait for approval on those actions.
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