Approval mode allows you to review and approve messages generated by Jason AI before they're delivered to prospects. When enabled, Jason AI generates each message and places it on the Pending approvals page for your review. Messages won't be sent until you approve them.
How to enable Approval mode?
You can enable Approval mode in two ways:
When creating a new sequence:
In the Settings step, select Approval mode in the Sending mode section.
For an existing sequence:
Go to Sequence settings → Jason AI → Settings → Approval mode.
Review pending approvals
To see all messages waiting for your review, head to AI SDR → Pending approvals.
Here, you can:
Sort messages by newest or oldest first.
Filter messages by sequence, owner, channel (Email or LinkedIn), or step (Initial touch or Follow-ups).
Approve and edit messages
You can approve messages one by one or in bulk, whatever works best for you.
To approve several messages at once:
Select the messages you want and click Approve selected.
To approve messages one by one:
Open a message to review it.
Make quick edits directly in the editor, or click Regenerate to create a new version. You can also add a short prompt to guide improvements.
When the message is ready, click Approve.
💡Once approved, messages will be sent according to your sequence's schedule, limits, and settings.
If you decide not to send the message at all, simply delete it – the prospect will be automatically removed from the sequence and won't receive any further messages from you.
