Draft-first actions in connected apps
Some actions in connected apps, like sending an email, create a draft or an approval request instead of going out. A person reviews it and sends it. Drafts are listed in the iPhone app, so a send does not wait for your desk.
We built it this way on purpose. An agent can do the reading, sorting, and writing. What reaches a customer is a person's call.
Computer-use approvals
Desktop and iPhone
Before an agent controls an app on your computer, you get a card: allow once, always allow, or deny. Answer on the desktop or on your iPhone. An unanswered request expires after about 90 seconds.
Otherwise, an agent clicks through your apps while you are in a meeting.
Owner approval for Work actions
Work templates
When a Work template needs to take an action, the owner approves the exact version shown. If the action changes, the approval does not carry over, and it is never replayed.
Otherwise, you approve one draft and a different one goes out.