📢 Approvals Now Available in Inbox! 🚀
Technicians can now
request approvals directly from Inbox
without relying on Magic Agents or pre-configured intents! This update brings more flexibility and efficiency
to the approval workflow, allowing real-time approval requests within conversations.🔹 What’s new?
- Request approvals manuallyfrom Inbox using/approvalor theAction button.
- Select approvers based on Contact Type (ConnectWise, AutoTask) orspecific contacts.
- Approvers receive notifications via Teams, Messenger, or emailand can approve/decline with a simple click.
- Track approval status directly in Inbox → Approvals, with filters for Pending, Approved, and Declined.
How to use it:
1️⃣ Open a conversation in
Inbox
.2️⃣ Type
/approval
or click the Action button > Request Approval.
3️⃣ Select approvers (Contact Type or specific contacts).
4️⃣ Preview and send the approval request.
5️⃣ Approvers are notified and can approve or decline instantly.
.
🔹 Additional Updates
- Approval Tracking in Inbox:The Approvals section now lets you filter by Active and Completed approvals, making it easier to manage requests.
- ConnectWise & AutoTask Support:Fetch Contact Types (CW) and User Defined Attributes (AT) for streamlined approval workflows.
- Multi-Platform Notifications: Approvers can approve requests via Teams, Messenger, or email without logging into Thread.
This update eliminates approval bottlenecks, improves decision-making speed, and keeps technicians in the flow of work. 🚀
🌎
Available for all Partners using Inbox ✨
.
📢 Magic Agents Now Support Approvals for ConnectWise & AutoTask! 🚀
Magic Agents can now
automate approval workflows
for ConnectWise and AutoTask partners, streamlining decision-making and ensuring compliance without manual intervention.
🔹 What’s new?
- Automated Approvals:Approvals can be triggered automatically by Magic Agents based on predefined intent rules.
- ConnectWise Support: Fetch Contact Types from ConnectWise to determine approvers dynamically.
- AutoTask Support: Use User Defined Fields (UDF)to assign approvers.
- Multi-Platform Notifications: Approvers receive notifications via Teams, Messenger, or emailand can approve in one click.
How to use it:
1️⃣ Navigate to
Admin → Magic AI → Agent → Catalog Tab.
2️⃣ Select an
Intent
and enable Approvals
.3️⃣ Choose
Contact Types
to determine approvers.4️⃣ When an intent matches a request, an
approval is triggered automatically.
5️⃣ Approvers are notified and can
approve
or decline instantly.
🌎
Available for all Partners using Magic Agents ✨
.
Inbox Just Got More Conversational! 💬🚀
We’re making
Inbox feel more like a chat than ever before! 🎉
🔹
AI Logs Are Now Grouped:
No more clutter! AI-generated actions are neatly grouped, keeping conversations clean and easy to follow.🔹
New Message Bubbles
: Messages now have a sleek chat bubble design, making interactions feel more natural and intuitive.This update brings a smoother, more conversational experience to Inbox—because Inbox is a chat, not just a ticketing system!
🌎
Available for all users in Inbox ✨