Approvals

Agents stop here before doing anything your rules say a person must check. Approve to let the run continue, edit first, or reject to stop it.

Client inquiry handling. Open the run

Customer Service Agent wants to send email

Waiting for Tom

Why it needs you: Every outgoing email needs approval

Agent confidence: 89%

Assigned to: Tom Whitaker

Toamara@beckerlaw.com

SubjectRe: Can we add a second signer?

Hi Amara, Yes, we can add a second signer to your engagement. We'll need their full name, email address, and role at your company. Once we have that, we'll send an updated engagement letter for both of you to sign electronically. Best, The Northgate client team