Prospecting, campaigns and publishing

Approve, edit or regenerate a touch

Stay in control of every message that goes out in your name.

About 4 minutes

Every drafted touch waits in Tasks under the Email chip. You have four options.

OptionWhen
ApproveIt reads right. Send it.
EditNearly right — fix the wording yourself.
RegenerateWrong angle. Say what was wrong and let it redraft.
SkipThis prospect should not get this touch.

Regenerating well

A regeneration instruction is a sentence, not a rewrite. "Too formal", "lead with the pricing change", "they already use a competitor — acknowledge that" all work. The agent has the research; it needs the steer, not the prose.

Steps

  1. Open Tasks, filter to Email.
  2. Read the draft against the prospect's record — the research is right there.
  3. Approve, edit, regenerate, or skip.
  4. Work down. The queue is ordered by when things are due.

You're done when the Email chip reads zero.

Gotchas

  • Editing teaches nothing; regenerating does. If a whole batch is off in the same way, use regeneration with an instruction, or fix the campaign intent — editing fifty drafts by hand fixes fifty drafts.
  • Nothing sends on a timer while you sleep. An unapproved touch waits.

Checked against

  • endpoints/hub/sequences/approve-step_POST.ts
  • endpoints/tasks/list_GET.schema.ts