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What are Tasks and how do I approve messages Sophiie drafts?

Tasks is where Sophiie queues work for you to check — most importantly, messages she's drafted to your customers, which wait for your approval before they send. Open it from the Tasks panel on HQ (it's not in the left sidebar).

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Tasks is where Sophiie queues work for you to check, like messages she has drafted to your customers. It isn’t in the left menu. Find the Tasks panel on HQ, and click See all. Needs review holds everything waiting on your decision. Drafted messages, bookings to confirm, quote requests, and jobs ready to invoice. In progress holds tasks being worked through, and Done holds finished ones. Click a task to open it. Under What Sophiie will send, read the message she has drafted, and how it will go out. Want it worded differently? Click Edit, and change the text. When it’s right, click Approve. Nothing goes to your customer until you do. Don’t want it sent at all? Click Decline. She won’t action it, and you can’t undo that.