Review Engagements

When approval mode is enabled, you can review AI-generated messages before they're sent. This guide covers how to find pending engagements, review them effectively, and manage the approval workflow.

Why Review Engagements?

Reviewing engagements lets you:

  • Ensure quality: Verify messages meet your standards
  • Fine-tune messaging: Edit messages before sending
  • Learn the AI: Understand how your guidance is being interpreted
  • Catch issues: Spot any messages that miss the mark

We recommend enabling approval mode for new campaigns. Once you're confident in the message quality, you can disable it for efficiency.

Finding Pending Engagements

From the Dashboard

Pending engagements appear in your dashboard notifications:

  1. Look for the Pending Approval badge
  2. Click to see all engagements waiting for review

From Engagements Page

Navigate to Engagements to see all messages:

  1. Click Engagements in the sidebar
  2. Filter by Pending Approval status
  3. See all messages waiting for your review

From a Campaign

See pending engagements for a specific campaign:

  1. Go to the campaign
  2. Click the Engagements tab
  3. Filter by Pending Approval

Reviewing a Message

The Review Screen

When you open a pending engagement, you'll see:

Message Preview

  • Subject line (for emails)
  • Full message body
  • Formatting as the recipient will see it

Lead Information

  • Name, title, company
  • LinkedIn profile link
  • Engagement history with this lead

Personalization Context

  • Research insights used
  • Why certain elements were included
  • Sources referenced

What to Look For

When reviewing, check:

ElementWhat to Verify
Opening/IcebreakerIs it relevant and accurate?
Message BodyDoes it follow your guidance?
ToneDoes it match your brand voice?
Call-to-ActionIs it clear and appropriate?
LengthIs it concise enough?
AccuracyAre any facts or claims correct?

Taking Action

You have three options for each pending engagement:

Approve

Send the message as-is. It will be delivered according to the sequence schedule.

Edit

Modify the message before approving. Great for fine-tuning.

Decline

Don't send this message. The sequence will skip to the next step.

Approving a Message

If the message looks good:

  1. Review the content
  2. Click Approve
  3. The message moves to "Pending Delivery" and will be sent at the scheduled time

Editing Before Approving

To modify a message:

Click Edit

Click the Edit button on the message preview.

Make Changes

Modify the subject line, body, or any part of the message.

Preview

Review your changes in the preview pane.

Save and Approve

Click Save & Approve to queue the edited message.

Common edits:

  • Adjusting the opening line
  • Tweaking the call-to-action
  • Fixing minor phrasing
  • Adding or removing specific details

If you find yourself making the same edits repeatedly, update your messaging guidance instead. This will improve future AI-generated messages.

Declining a Message

If a message shouldn't be sent:

  1. Click Decline
  2. Optionally add a reason (for your records)
  3. The engagement is marked as declined

What happens after declining:

  • The message is not sent
  • The lead's sequence continues to the next step
  • The lead doesn't see anything from this step

When to decline:

  • Message is completely off-topic
  • Lead circumstances have changed
  • You've already engaged with them outside the system

Bulk Review

When you have many pending engagements, you can review them efficiently:

Quick Approve

For messages that look good at a glance:

  1. Scan the message preview
  2. Click the quick ✓ approve button
  3. Move to the next message

Batch Actions

Select multiple engagements to approve or decline in bulk:

  1. Check the boxes next to engagements
  2. Click Approve Selected or Decline Selected
  3. Confirm the action

Review carefully before bulk approving. It's worth spending a few seconds on each message to ensure quality.

Engagement History

Viewing Sent Engagements

To see what's already been sent:

  1. Go to Engagements
  2. Filter by Sent status
  3. Click any engagement to see the full details

Tracking Opens and Clicks

For sent emails, you can see:

  • Whether the email was opened
  • If any links were clicked
  • When engagement occurred

Handling Replies

When a lead replies to your outreach:

  1. Notification: You're alerted immediately
  2. Status Update: The engagement shows "Got Reply"
  3. Sequence Pause: The lead's sequence pauses automatically

Viewing Replies

To see replies:

  1. Go to Engagements
  2. Filter by Got Reply
  3. Click to see the reply content and context

Replies come to your actual email inbox or LinkedIn messages. YESS captures them for tracking but doesn't intercept your conversations.

Responding to Replies

When a lead replies:

  1. Review their message and sentiment
  2. Respond personally through your email/LinkedIn
  3. Continue the conversation as you normally would

The lead's sequence remains paused—they won't receive more automated messages while you're engaging personally.

Approval Workflow Settings

Enabling/Disabling Approval

Approval mode is set per campaign:

  1. Go to campaign settings
  2. Find Require Manual Approval
  3. Toggle on or off

When to use approval mode:

  • New campaigns (to verify AI quality)
  • High-value target accounts
  • Sensitive industries or topics

When to skip approval:

  • Established campaigns with proven messaging
  • High-volume outreach where you trust the AI
  • Follow-up messages in existing sequences

Best Practices

Review Promptly

Check pending approvals daily. Delayed approvals can disrupt your sequence timing.

Note Patterns

If you keep making the same edits, update your messaging guidance instead.

Trust the Process

Once you've verified AI quality over many messages, consider disabling approval for efficiency.

Check Personalization

Focus on whether personalization is relevant and accurate—this is where AI shines or misses.

Common Questions

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