# Auto-approve rules and auto-send (/docs/inbox/auto-approve-rules)

An auto-approve rule lets an agent's routine replies skip the approval queue: replies from a chosen agent, above a confidence you pick, on the channels you pick. A rule can send at once, or after a review window during which the draft counts down and anyone can stop it. Drafts a guardrail holds for a person, such as replies with legal terms or deals above $100K, always wait, whatever the rules say.

- **Who can use it:** Creating, pausing and removing rules needs **Manage auto-approve rules** (Owner and Admin by default). Other roles can open the rules read-only, with a **View only** notice. Stopping and resuming a countdown on a draft needs **Approve agent drafts** (Owner, Admin and Member by default). See [Roles and permissions](/docs/settings/roles).
- **Before you start:** At least one agent that drafts replies for approval. See [Deploy, pause and set autonomy](/docs/agents/agent-autonomy).

## Open the rules [#open-the-rules]

In the Command center, click **Auto-approve rules** at the top of the approval queue. The number on it is how many rules you have.

![The approval queue's header: Approval queue, 19 pending, and the Auto-approve rules 3 button](/screenshots/auto-approve-rules/01-rules-button.webp)

The dialog lists each rule with its agent, what it does in three sentences, how many replies it sent today and how many waiting drafts match it.

![The Auto-approve rules dialog with three rules: Pricing follow-ups by Closer Agent, 112 sent today; Invoice answers by Billing Agent, 24 sent today; and Meeting confirmations by Meeting Agent, which waits 2 hours and matches 1 waiting draft](/screenshots/auto-approve-rules/02-rules.webp)

You can also open the rules from **Manage rules** on the queue's **Auto-sent today** tab. With no rules yet, the dialog says **No rules yet**: every draft waits for you until you add one.

## Create a rule [#create-a-rule]

<Steps>
<Step>

### Start a new rule [#start-a-new-rule]

In the rules dialog, click **New rule**.

</Step>
<Step>

### Fill in the rule [#fill-in-the-rule]

| Field | What to choose |
|---|---|
| **Name** | A name the queue can show when the rule sends a reply, such as "Closer replies under $100K" (up to 60 characters). |
| **Replies from** | The agent whose replies the rule covers. |
| **With confidence** | The lowest confidence it sends: 0.80, 0.85, 0.90 or 0.95 or higher. |
| **On channels** | The channels it sends on, all of them to start with. **Clear all** (or **Select all**) changes every box at once; pick at least one. |
| **Never send** | **On deals above $100K** and **With legal terms in the reply**, both on by default. |
| **When it sends** | **Send right away**, or after a 5-minute, 30-minute or 2-hour review window. |

![The New auto-approve rule form with the name Closer replies under $100K, Closer Agent, 0.90 or higher, every channel, both guardrails on and a 5-minute review window](/screenshots/auto-approve-rules/04-new-rule.webp)

The form asks you to name the rule ("Name the rule so the queue can say which one sent a reply.") and to pick at least one channel.

Turning off a **Never send** box only changes what new drafts may skip: drafts a guardrail already holds for you still wait.

</Step>
<Step>

### Check what it will do [#check-what-it-will-do]

**What this rule does** repeats the rule in plain words and lists the drafts waiting now that it would match, for example "4 waiting drafts match (Amara Okafor, Hana Suzuki, Noah Weber and 1 more). They start counting down in the queue." With **Send right away**, those drafts send as soon as you create the rule, and the button says so: **Create rule and send** *n* **now**.

![What this rule does: the rule's three sentences and the four waiting drafts that match, which send as soon as the rule is created, above the Create rule and send 4 now button](/screenshots/auto-approve-rules/05-preview.webp)

</Step>
<Step>

### Create it [#create-it]

Click **Create rule**. A notice in the dialog says **Created** "*name*" and what happened: it applies to new drafts from now on, or matching drafts count down in the queue, or matching replies went out. **Undo** removes the rule; replies already sent stay sent.

![The rules dialog after creating the rule, with the notice Created "Closer replies under $100K" and an Undo button](/screenshots/auto-approve-rules/06-created.webp)

</Step>
</Steps>

**Back to rules** returns to the list. If you leave with the form filled in, it asks **Discard this rule?**.

## Pause, turn on or remove a rule [#pause-turn-on-or-remove-a-rule]

- **Pause a rule:** turn off its switch. It shows **Paused**, and drafts it would send wait for you instead. Turn the switch back on to resume it.
- **Remove a rule:** open its **…** menu, choose **Remove rule** and confirm. Drafts it would have sent wait for you.

![The rules dialog with Invoice answers paused: a Paused badge on the rule and the notice "Invoice answers" is paused. Drafts it would send now wait for you](/screenshots/auto-approve-rules/03-paused.webp)

Each change shows a notice at the top of the dialog, such as **"Invoice answers" is paused**. After removing a rule, **Undo** on the notice brings it back; if a change fails, **Retry** tries again. A notice that still offers **Undo** when you close the dialog follows you out to the corner of the page.

## How auto-send works [#how-auto-send-works]

1. An agent writes a draft. If a guardrail holds it (legal terms, a deal above $100K, a lead routed to you), it waits for a person and no rule can send it.
2. Otherwise, the first rule in the list that fits the draft takes it: a rule that's on, for the draft's agent and channel, at or below the draft's confidence, and (with **On deals above $100K** ticked) for a deal of $100K or less. Rules apply to replies only, never to escalations or CRM updates.
3. A rule that sends right away sends the reply at once. A rule with a review window starts a countdown on the draft, visible in the queue and in the thread.
4. When the countdown ends, the reply goes out. Its footer in the thread says **Auto-sent under** followed by the rule's name, a notice tells you which agent sent it to whom, and the queue's **Auto-sent today** tab counts it.

![A queue card counting down: Confirm the deep-dive time with Priya Raman, counting down to auto-send under Meeting confirmations with about an hour left, and a Stop auto-send button](/screenshots/auto-approve-rules/07-countdown-card.webp)

## Stop or resume a countdown [#stop-or-resume-a-countdown]

<Steps>
<Step>

### Stop it [#stop-it]

On the card in the queue, or on the draft in the thread, click **Stop auto-send**. The draft now waits for you: "Auto-send stopped. It waits for you." **Undo** on the notice resumes the countdown.

![The same card after stopping: Auto-send stopped. It waits for you, with Resume auto-send](/screenshots/auto-approve-rules/08-stopped-card.webp)

</Step>
<Step>

### Resume it [#resume-it]

Click **Resume auto-send**. The countdown picks up where it stopped, with at least a minute left.

</Step>
</Steps>

A countdown also stops when someone edits the draft ("You edited it, so it waits for you to send it."), asks the agent for a different draft, or opens it in **Edit draft** (it resumes if they close the editor without saving). A draft that comes back to the queue, after a snooze or an **Undo**, gets a fresh review window.

## Turn auto-send off for one account [#turn-auto-send-off-for-one-account]

To keep every draft for one company waiting for a person, whatever the rules say, open one of its threads in the inbox and turn off **Auto-send replies under $100K** under **Autonomy on this account** in the details column.

![Autonomy on this account with Auto-send replies under $100K turned off](/screenshots/auto-approve-rules/09-account-switch.webp)

Drafts for that account then show "Auto-send is off for this account, so it waits for you." Turn the switch back on to let rules send them again. See [Contact details beside the thread](/docs/inbox/contact-panel#set-the-accounts-autonomy).

![Priya Raman's draft after turning auto-send off for her account: Auto-send is off for this account, so it waits for you](/screenshots/auto-approve-rules/10-held-for-account.webp)

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="A rule didn't send a draft it should match">

Check whether a guardrail holds the draft (**Held for you:** on the card), whether its confidence is below the rule's, whether the rule covers the draft's channel and agent, whether the rule is paused, and whether auto-send is off for that account. Edited drafts also wait for you.

</Accordion>
<Accordion title="Couldn't create the rule">

The dialog shows **Couldn't create the rule** with the reason; no replies were sent. Click **Retry**.

</Accordion>
<Accordion title="I can't change the rules">

Your role can view rules but not manage them. An owner or admin can give it **Manage auto-approve rules** in **Settings** → **Members & roles**.

</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Triage the approval queue" href="/docs/inbox/approval-queue" description="Work through what the rules leave for you." />
<Card title="Guardrails and rules" href="/docs/agents/agent-guardrails" description="Set what each agent must never do on its own." />
<Card title="Reading a conversation" href="/docs/inbox/reading-a-conversation" description="See which replies went out under a rule." />
</Cards>
