Approval message custom prompt
J
Josh Krueger
The approval AI summary generated in the email is decent, but it would be nice to allow the technician to have some standard templates or a box to enter specific text to send to the approver in the email/chat requesting their approval. Where the email says "can you approve this request" it would be nice to be able to add something more specific after that request.
If the tech could have a drop down with our own templates and an option for free text entry by the tech, that would enhance both the email and chat approval request by still asking the client to approve it, but also providing specific details for them from the tech without having to have the approver search through the chat details.
The full text of the support ticket should be included at the bottom of the approval request email. That way the approver can work from top to bottom of the approval request email with the specific request from the tech, then the AI summary, followed by the full conversation that occurred that led up to the approval request. This would allow the approver to have everything they need to click approve without needing to use the View Thread link. Allowing the tech to insert their own custom request details for the chat and the email would be useful.
The approval request email could include specific language from the tech in the request, followed by AI summary, followed by the approve/decline button, followed by the view thread link, followed by the text from the thread so they know what they are approving.
The Chat approval update could be similar with the technician provided language, request to approve, AI summary, and they would already see the whole chat thread context in Teams Chat. Consistency in both would be good. Clients move between chat and email throughout the day.
Autopilot
Merged in a post:
Edit Approval Messages
M
Mike Rice
Would love the ability to change the generic message for the Approvals feature when requesting approval from a contact.
Allows us to only send a single message instead of two; first the request we need approved followed up by the approval request itself.
Autopilot
Merged in a post:
Ability to add more info to approval requests
J
Jack Downing
In some case, sending a generic approval message is not enough and we find ourselves needing to add more information in some circumstances. Can we have the option to update the approval message to include more specifics relevant to the approval request
Autopilot
Merged in a post:
Customizable Approval Request Messages in Inbox
R
Robin Maas
Allow users to modify the default approval request message displayed within the Inbox feature. This would enable teams to tailor the wording, add specific instructions, or include additional fields to better match their internal workflows and communication style. Providing customization options would improve clarity for recipients and enhance the overall user experience in approval processes.