Docs
Reviewing and approving work
Every draft your agents make waits for someone on your team. Nothing writes to your ERP or sends to a customer until a person approves it.
Approve, edit, or reject
- Approve
- The draft is right. It posts to your ERP or sends as written
- Edit
- Fix what is wrong, then approve. Your agent learns from the change
- Reject
- The draft should not go out. If it keeps happening, tell your named engineer so the agent can be adjusted
How your agent learns
When your team edits a draft, the agent learns from the correction, so the same fix is not needed the next time. What it learns stays in your environment and serves only your company.
Asking for a change
If you want an agent to work differently, such as reading a new field, following a new pricing rule, or producing a new report, describe it in plain language to your named engineer or support@arzana.com. Changes like these are included in your subscription, and your named engineer tells you when each one is live.