XyziosXyziosGuide

How to

Approve, edit or reject a draft

Every draft your AI team writes waits in Approvals for a person. Here is what each button does.

Who can
Owners, admins and Directors for everything; a Location Manager for members of their own locations

Steps

  1. Open Approvals in the rail, or tap Review → on My Desk.
  2. Read the card: what it is, which agent proposed it and why, and the draft itself. member 360 → opens the member’s whole story.
  3. Decide with one of the buttons below.

The buttons

  • Approve & send sends a member email. A confirmation names the address first, then the email goes from your studio’s own address.
  • Edit opens the subject and body in place. Your version replaces the draft, and the original is kept.
  • Reject asks why in one tap: Wrong person, Wrong words, Wrong timing, Already handled or Just reject. The reason teaches your AI team.
  • Approve & publish tonight is for review replies and Google posts, Approve & apply tonight for special hours. They go out on the nightly run.

What you see

Sent — from your studio address, and the card moves to the Sent tab. Its outcome window starts on Recovered Revenue.

Good to know

  • There is no undo. If you approved the wrong thing and it has not gone out, reject it.
  • Save an open edit before you send: an unsaved edit blocks sending.
  • If a send is refused (no email address on file, say), the approval stands and Send email offers a retry.
  • A draft nobody decides expires after 14 days and earns nothing.
  • Anyone else with the board can read it. The owner can grant Act on approvals to a person in Settings → Permissions → By person. Front desk accounts never send member outreach.