How to approve posts and requests from sales and marketing
Decide in one place on the discounts requested by the AI sales team and the posts and drafts the marketing team prepared.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The AI sales and marketing teams prepare the work and stop before anything that needs your final say: a discount to close a deal, a post to publish, a campaign draft. All of this waits for you on the To review screen.
Where to find it in Cognizy
Before you start
- Only the owner and admins can approve.
- The tabs appear when the AI sales or marketing team is in use.
Step by step
- Step 1:
In the menu, open and click the Sales tab.
- Step 2:
Each request shows what the AI wants and why. In a discount request, you see the amount before and after. If you want to check the customer, click View deal. Then click Approve or Decline.
- Step 3:
Click the Marketing tab.
- Step 4:
Read the post awaiting approval. Click Approve to allow it to be published, or Request changes to send it back with what needs to be changed. Drafts the AI prepared, like a campaign, appear in this same tab.
How to know it worked
What you approve moves forward: the discount applies to the deal, and the post goes into the publishing queue. What you decline goes back to the team.
If something goes wrong
I don't see the Sales and Marketing tabs.
They appear when the AI sales or marketing team is enabled on your account.
Next step
Approve suggestions for the company's memory.
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