How to approve what Otto prepares

Reviews is where every message and change for a customer waits for your yes.

Updated 2026-10-14

Nothing reaches a customer without passing through Reviews.

1. Open Reviews from the menu.
2. Open an item. It shows exactly what would be sent, and which workflow or person asked for it.
3. Change the words if you like, then approve or decline. What you approve is what is on the screen.

What lands in Reviews

Quote and invoice emails, booking confirmations, customer portal links, drafts from workflows and from Otto chat, and changes to your online store. Other kinds of action follow your Rules in Settings: Ask waits here, Auto does it and tells you.