Before responding to a customer review on behalf of your clients, your digital agents may need to contact those clients for approval. Your agents can send emails directly from Review tasks in Task Manager!

How does it work?

Your digital agents can send the request for approval from any Review task:

1. Go to Task Manager > My Work > My Tasks > Reviews
2. Click on the review task
3. In the side-panel, scroll down and type a response to the review.
   • This will be auto-filled with a response based on your response templates. You can choose a different template by clicking the suggestion bubbles, or you can write a response from scratch.
     
4. Click Request Approval

The email will be delivered to all Business App users and notification recipients on that account, provided they have Review Response Approval enabled in their notification settings.

 

Note: These settings are set in Business App by the user and are not configured in Task Manager. For additional details on how to configure notification settings, please see the corresponding article.

 

What's in the email?

This email will include:

• A custom greeting
• The source of the review
• The name of the reviewer
• The body of the email (e.g. "Please approve within 24 hours")
• The content of the review
• A signature

Once the email is sent, Task Manager will record the time within a public note for that task, and then change the task status to “Waiting on Customer.”