Review AI suggestions in Approvals

Accept or reject what the AI has suggested, so nothing it drafts happens without a person deciding.

Who can do this: Staff with View AI Center can see Approvals; deciding needs Manage AI Center
Where in Oben: /automations/approvals

Every suggestion an AI assistant makes waits in Approvals until someone decides on it.

Steps

Open Automations and select the Approvals tab.
The top line shows how many pending approvals there are. Each card shows the type, the assistant that made it, when, and a preview.
Read the preview.
Select Accept to let it go ahead, or Reject to drop it.
A program enrollment request is decided by a clinical provider who can grant programs. They select Approve & assign, or Reject and give a reason. For a request that does not need a video visit, they can also select Require video visit. A request made through a funnel also lists the client's answers under Answers on and the funnel's name, so there is no need to open the client record. Other staff see who decides it.

Queue clear means nothing is waiting.
Some suggestions are decided on their own screen, not here, and their card says which: audience and tag suggestions in Marketing → Campaigns → Audiences, campaigns in Marketing → Campaigns, review replies in Marketing → Reputation, pipeline suggestions in Marketing → Pipelines, funnel suggestions in Marketing → Funnels, ads suggestions in Marketing → Ads, form suggestions in Settings → Forms, and care and progress suggestions on the client's Care & Progress tab.
Visit notes are signed on the client's Notes tab. They show here but cannot be decided here.
With View AI Center only, a card you could otherwise decide here says that deciding it needs Manage AI Center.
On a phone, some types say to decide them on desktop.