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Approval mode

Review and approve AI-generated messages before they're sent

Tania avatar
Written by Tania
Updated today

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 β†’ Jason AI β†’ Settings β†’ Approval mode.


Reviewing pending approvals

To see all messages waiting for your review, head to AI SDR β†’ Pending approvals.

Here, you can:

  • Sort messages by newest or oldest first.

  • Filter by channel (Email or LinkedIn), sequence, or owner.


Approving and editing 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:

  1. Open a message to review it.

  2. 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.

  3. When the message is ready, click Approve.

If you're not ready to decide, click Skip. The message will stay in Pending approvals, and you'll move to the next one in the queue. You can return to skipped messages anytime.

πŸ’‘Once approved, messages will be sent according to your sequence's schedule, limits, and settings.


What if I don't use Approval mode?

If you select Automatic mode, Jason AI will work on autopilot – generating and sending messages automatically, without waiting for your approval.

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