Set contact and send policies
Choose trusted contacts the agent may message directly and decide which other sends need approval. Work with the agent in Boagent chat and use the configured mailbox for email correspondence.
Prepare the message
The agent can draft a question, explanation or follow-up using the relevant context from the workflow.
Review where needed
Apply approval policies to the actions that need a person’s decision. Keep the proposed message and supporting context together.
Continue after the reply
When reply tracking is available, a reply to an email thread the agent started returns to the originating conversation, allowing the work to continue with the new information.