How to approve messages, discounts, and contracts requested by AI
See what the AI sales team left for you to decide: follow-up messages, discounts above the limit, and contracts, then approve or decline them.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Sales agents ask for your approval before going beyond their limits: a follow-up message that needs review, a discount above the agent’s limit, or a contract before it goes out for signature. Everything stays in the Waiting for you block in the AI sales team.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can approve.
Step by step
- Step 1:
Open . The Waiting for you block brings together everything the agents requested. The requests on this screen are examples.
- Step 2:
In the follow-up message, read the text and click Approve and send to send it to the customer, or Discard.
- Step 3:
For the discount, check the percentage, the original and final amounts, and the agent’s justification. Click Approve or Decline; the response goes back to the conversation automatically.
- Step 4:
For the contract, review it and click Approve and send for signature: it goes to the customer to sign.
How to know it worked
What you approve goes through right away: the message is sent, the discount applies to the proposal, and the contract goes out for signature. What you decline goes back to the agent, who continues without it.
If something goes wrong
The Waiting for you block doesn’t appear.
It appears only for the owner and administrators, and only when there’s something pending.
A request disappeared before I decided.
Follow-up requests expire: if the deadline has passed, the agent can no longer send that message.
Next step
Adjust the agent’s discount limit in AI Closing.
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