Task inbox

The task inbox at /agent/tasks is where you review pending agent task proposals. It is the primary place to keep the agent moving, as the agent surfaces actions here when it needs your sign-off.

Reading the inbox

Each task row shows:

• Automation: the name of the automation that fired.
• Client: the company the task relates to.
• Deal stage: the current stage of the associated deal.
• Proposed action: what the agent wants to do (advance stage, draft outreach, etc.).
• Reasoning: a brief explanation of why the automation fired and what evidence it is based on.
• Age: how long the task has been pending.

Tasks are sorted by creation time, newest first.

Filters

You can filter the inbox by:

• Status: pending, approved, rejected, snoozed, failed.
• Automation: show tasks from a specific automation only.
• Client: show tasks for a specific client.
• Action type: show only tasks proposing a specific action (draft_outreach, advance_stage, etc.).

Bulk operations

You can select multiple tasks and:

• Approve all selected: executes all selected actions.
• Reject all selected: rejects all selected tasks without executing.

Use bulk operations with care, particularly for stage-advance actions.

Empty inbox

When the inbox is empty, it means either:

• No automations have fired recently.
• All recent automation firings used auto-execute and went straight to execution.
• All recent proposals have been acted on.

An empty inbox is a good sign. The agent is running and you are keeping up with its proposals.

See also: approve, reject, and snooze, automations overview.