AI proposals

AI proposals is where actions suggested by AI agents wait for a person to decide. When an agent, such as Seta AI, the owner’s assistant on WhatsApp, an automation or an outside AI tool connected to Setaflow, wants to send a message, move a stage or schedule a campaign, it lands here. Nothing reaches the customer until someone approves it. Open it from Review › AI proposals in the sidebar.

Important

AI proposals is not part of the standard plans. If you don’t see it in your sidebar, your plan doesn’t include it. If you open it and see AI proposals are not switched on yet., ask the Setaflow team to switch on the agent layer for your business.

Tip

Use the keyboard to get through the queue fast: J and K move between proposals, A approves, E edits and R rejects.

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What’s on the page

• Title and description: AI-proposed actions from every agent, in one queue.
• Stats by source: one tile per agent for the last few days, showing how many proposals were approved as-is, edited, rejected, and the median time to decide.
• All / Mine: every proposal, or only the ones waiting for you.
• Filters: All sources, All actions, Any risk (Medium, High) and status, plus Search by contact….
• Proposal cards: one per proposal, with what the customer would see.

The sidebar item shows a badge with the number of proposals waiting for you.

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Statuses

Status	What it means
Waiting	Nobody has decided yet. This is the default view
Approved	Approved as proposed
Edited & approved	Approved after someone changed it
Rejected	Turned down, with a reason
Expired	Nobody decided in time
Done	Approved and carried out
Failed	Approved, but it couldn’t be carried out

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Sources and actions

Source	Who proposed it
Seta AI	Setaflow’s own AI
Owner (WhatsApp)	The owner’s assistant on WhatsApp
MCP agent	An outside AI tool connected to Setaflow
Automation	One of your automations
Zoho Desk	The Zoho Desk connection
API	Another system using the Setaflow API

Actions include Send message, Send template, Assign conversation, Move stage, Create task, Add note, Add or update contact, Book appointment, Cancel appointment and Schedule campaign.

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Approve a proposal

1. Read the card. It shows the customer-facing preview: the message, the Recipients, the Segment, the Send time or the Estimated cost, depending on the action.
2. Check the risk badge (Low risk, Medium risk or High risk).
3. Click Approve.

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Edit, then approve

1. Click Edit & approve.
2. Change the text. Only messages, notes and template variables can be edited.
3. Add a Note (optional) for the agent, for example the price changed last week.
4. Click Approve with edits.

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Reject a proposal

1. Click Reject.
2. In Reject this proposal?, write the Reason. The reason is kept with the proposal so the agent can learn from it.
3. Confirm. You’ll see Rejected — the agent has been told why.

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Snooze a proposal

Click Snooze and choose 1 hour or Tomorrow 09:00. The proposal comes back to the queue then.

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Decide many at once

Tick several proposals and use Approve N or Reject N.

Note

Bulk decisions only work for proposals of the same action type. High-risk proposals and campaigns are always approved one at a time.

Good to know

• Two people, one proposal. If a colleague decides first, you’ll see who, for example Already approved by Priya.
• An empty queue is good news: Nothing waiting — all clear.
• AI proposals is not Approvals. Approvals in the Money desk records a customer’s yes on a quote or design. AI proposals is your team’s yes to an AI agent.
• Who can decide depends on your role. By default Admins can do everything here, and Staff can view and approve. High-risk approvals are a separate permission. The Owner can change this in Roles and permissions.

What’s next?

• Monday review

Related articles

• Roles and access
• Inbox