Drafts, approval and sending

Nothing is sent until you approve it. Every message your office prepares — a first outreach, a reply, a follow-up — lands as a draft in your Review queue. Your office cannot skip this step; sending is refused for any draft that has not been approved.

Asking for a draft

1. On the Pipeline board, select one or more leads and choose “Draft outreach” — for one lead it reads “Draft outreach for 1 lead”, for several it counts them.
2. Confirm. The confirm dialog says it plainly: “Your office will prepare a draft per lead for you to review — nothing sends automatically.”
3. Each card shows its own status while this runs: “Preparing…”, then “Draft requested” once it is queued for your review.
4. From a single lead’s own page, “Draft a reply” does the same thing for one conversation.

What “consent” means for website e-mails

Your website’s chat widget asks a visitor who leaves an e-mail address two separate questions, not one:

1. “You may contact me about what we discuss.” — this is what starts the outreach. Without this box ticked, your office never even keeps the e-mail address: no address, no lead, nothing to reply to. Ticking it is what lets your office write back — grounded only in what the visitor actually said and offered, in their own language — and that reply still lands in your Review queue like every other draft before anything is sent.
2. “You may also send me marketing emails about your products and offers.” — a second, separate box under the first, left unticked by default. Your office records this answer and shows it to you on the conversation, but nothing sends a marketing message on the strength of it today — there is no marketing-mail feature yet to send one. You are never asked to send a marketing message to someone who never engaged with your business, and you are never asked to send one to someone who only answered the first question.

Both answers are timestamped and recorded with the exact wording the visitor saw, so you can always see when — and to what — a visitor actually agreed. If a visitor answered on an older version of your widget, before the two questions existed, your office reads that earlier answer as the first question only (a reply, never marketing) — nobody’s earlier “yes” is silently upgraded into something they were never asked.

Where the draft goes next

Every draft — whether it started from the Pipeline, the outreach list, or a website conversation — waits in the same place: your Review queue. Open Approvals to read it, edit it, approve it, or reject it.