Verbum Sense
Analyzes conversation context, intent, risk and opportunities without taking customer-facing action.
APPROVAL WORKFLOWS
Human review where AI messages need control.
Use Verbum to route AI-generated drafts through the right reviewers, approval rules and escalation paths before messages are sent.
APPROVAL FLOW
From incoming message to recorded decision.
A governed workflow makes the decision path visible: AI can draft, policies decide whether review is required, and Verbum Automate can send only inside configured rules and guardrails.
- Customer message arrives
A message arrives from a connected customer, workplace or internal channel.
- AI-prepared draft
Verbum prepares a draft using conversation context, channel details and configured workflow rules.
- Policy and risk check
The message is evaluated against approval rules, channel policies and Verbum Automate guardrails.
- Human review or Verbum Automate
Verbum Assist routes a draft to a reviewer when the workflow requires review. Verbum Automate can act only when the message matches approved rules and guardrails.
- Traceable history
Reviewer, timestamp, channel, routing context and final decision details can be preserved where enabled by workflow configuration.
Verbum Assist mode
AI drafts are routed for human review before sending when the workflow, risk level or policy requires it.
Verbum Automate mode
Approved low-risk workflows can send automatically only inside configured rules, channels and guardrails.
High-risk messages, sensitive claims, refunds, legal language or account-specific exceptions route to human review.
Low-risk FAQs can be handled automatically only when the channel, wording and policy rule are approved.
VIP, enterprise, customer-sensitive or procurement conversations can be routed to named reviewers.
Approvals, rejections, edits and Verbum Automate rule executions can be recorded with decision context where enabled.
OPERATIONAL CONTROL
Why approval workflows matter
Approval is the operating layer between AI drafting and message delivery. It helps teams move faster while keeping sensitive messages, automation exceptions and reviewer decisions accountable.
Verbum Assist review
AI drafts wait for human approval when a message needs judgment, tone review, account context or policy confirmation before send.
Verbum Automate escalation
Messages can be sent automatically only when they match configured rules and guardrails. Exceptions escalate to review.
Reviewer and rule history
Approvals, edits, rejections, reviewer comments and rule executions can keep the decision record tied to the person or rule that acted, where enabled.
Policy-based routing
Route drafts by channel, message type, customer segment, risk level or legal/security terms so sensitive work reaches the right reviewer.
Traceable history and timestamps
Reviewer, timestamp, channel, routing context and final decision details can be preserved where enabled by workflow configuration.
Security and compliance review
Approval workflows connect to enterprise review needs, including security evidence, procurement context and governance documentation for qualified customers.
APPROVAL CONTROLS BY DESIGN
AI accelerates the work. Your rules keep every action accountable.
In Verbum Assist Mode, AI-generated messages route to human review when the workflow requires review. In Verbum Automate Mode, messages can be sent automatically only within configured rules, limits and guardrails, with exceptions escalated to review.
The exact record depends on enabled workflow features, workspace configuration, plan capabilities and channel or provider support.
- Verbum Assist workflows keep reviewers in the loop before sending
- Verbum Automate workflows operate only inside approved rules and guardrails
- Enabled approval, rejection and automated actions can be recorded
AI draft ready for review
Reviewed when required · timestamp may be recorded
Reviewer, rule, timestamp, channel and routing context may be available
WHEN TO USE APPROVALS
When to use approval workflows
Support
Route escalations, refunds and sensitive replies to supervisors while allowing approved low-risk FAQs to use Verbum Automate.
Sales
Review commercial follow-up, pricing exceptions and account-sensitive replies before they reach a prospect or customer.
Executive communication
Prepare high-stakes drafts for leadership review before sending messages that carry company voice or strategic context.
Regulated teams
Keep policy-heavy messages in review paths with named approvers, timestamps and traceable decision context.
TEAM CONTROLS
Give reviewers the context to move faster without losing control
Approval workflows are designed for teams managing high volumes of sensitive outbound messages. Roles, states and records stay clear as volume grows.
- Configurable roles and reviewer assignments per team
- Approval states: pending, approved, rejected, escalated
- Reviewers can add comments and context before approving
- Approval decisions can record identity and timestamp when the workflow requires review
- Assigned workflows follow their configured approval path or Verbum Automate guardrail
- Approval records are part of traceable audit history
DESIGN YOUR APPROVAL FLOW
Design the approval path your team needs before messages go out.
Starter includes the core review workflow. CRM/help desk connector paths are eligible from Pro through guided onboarding. Webhooks/API hooks start on Pro through private beta or guided onboarding. REST API remains private beta and custom system integration paths start on Business through guided technical onboarding.