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Docs/ use cases/ campaign approval review
Approval workflow

Review campaign actions before approval

Turn a queue of pending actions into a clear review packet, then approve only the exact items and text you choose.

Sales teams · 7 min

Outcome

The agent first performs a read-only review. Approval is a separate step because it may queue an external LinkedIn action. This keeps summary and execution from collapsing into one ambiguous instruction.

Two-step prompt

text
Step 1: List up to 10 pending Coldvio campaign actions for campaign <CAMPAIGN_ID>. For each, show the contact, action type, and exact proposed text. Flag uncertain claims. Do not approve anything.

Step 2 (only after I choose IDs): Restate each chosen action and final text, then ask for one explicit confirmation before approving them one at a time.

Tools involved

  • get_campaign
  • list_actions
  • get_contact
  • approve_action or reject_action

Guardrails

  • Never interpret “looks good” on a summary as approval of all actions.
  • Confirm the exact action ID and final text.
  • Stop on a conflict or changed status and refresh the item.
  • Keep an audit-friendly record of what the customer selected.