Help centre

How to approve messages before they send

With approval mode on, every message the agent drafts waits for a person to approve it. You can approve it as written, or edit it first. Turning Auto-Approve Actions on lets the agent send automatically.

Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.

Before you start

  • At least one connected account with a campaign attached.
  • Leads waiting to be contacted, otherwise there is nothing to approve yet.
  • Someone on the team who owns reviewing, so drafts do not sit.

Steps

  1. 1

    Step 1

    Choose the mode

    Open the channel account (LinkedIn, Email, WhatsApp or Instagram) and find Auto-Approve Actions. Leave it off to review messages, or switch it on to let the agent execute actions without human approval.

  2. 2

    Step 2

    Find what is waiting

    On the CRM page a pending approval badge shows how many leads have drafts waiting. Click it to filter to those leads.

  3. 3

    Step 3

    Open the lead

    The lead drawer shows a Pending Approval card with the drafted message.

  4. 4

    Step 4

    Approve or edit

    Click Approve to send it as written. Click Edit, change the text and click Send Edited to send your version.

What happens next

Approved messages go out within the account's daily limits and sending hours. Your decision is recorded on the lead, so the conversation stays in one place.

Good to know

  • A person can take over any conversation, and the agent stops on its own when it cannot answer, for example a price it has no answer for.
  • Approval does not bypass safety checks. Before every send the platform checks the suppression list and refuses the send if the contact is on it. See opt outs.
  • If the account is still connecting, the button reads Waiting for connection until it is ready.
  • A sensible start is approval on, then automatic once the first batch reads the way you want.

Common questions

Can I approve in bulk?
The CRM includes a bulk approve action for leads with pending approvals.
Does editing teach the agent?
Your edit is sent for that message. To change future messages, update the persona or rules. See [set up an agent](/help/set-up-an-agent).
Can I stop the agent on one lead only?
Yes. Use [take over a conversation](/help/take-over-a-conversation).

Sources and method

Written from the Sellinger app as of 19 October 2026.

Related: Take over a conversation, Set up an agent campaign, Triage the approval queue from Claude, All help articles.

From the blog

See it on your own accounts

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