---
title: "Review and approve an email prepared by the agent"
canonical: https://www.billabex.com/en/help/tasks-messaging/approve-prepared-email/
lang: en
alternate: https://www.billabex.com/nl/hulp/taken-berichten/voorbereide-e-mail-goedkeuren.md
alternates:
  nl: https://www.billabex.com/nl/hulp/taken-berichten/voorbereide-e-mail-goedkeuren.md
  de: https://www.billabex.com/de/hilfe/aufgaben-nachrichten/vom-agenten-vorbereitete-e-mail-pruefen-und-freigeben.md
  pl: https://www.billabex.com/pl/pomoc/zadania-wiadomosci/zatwierdz-e-mail-przygotowany-przez-agenta.md
  fr: https://www.billabex.com/fr/aide/taches-messagerie/valider-email-prepare.md
  pt: https://www.billabex.com/pt/ajuda/tarefas-mensagens/aprovar-email-preparado.md
  en: https://www.billabex.com/en/help/tasks-messaging/approve-prepared-email.md
  es: https://www.billabex.com/es/ayuda/tareas-mensajes/revisar-y-validar-un-correo-preparado-por-el-agente.md
  it: https://www.billabex.com/it/assistenza/attivita-messaggi/approvare-email-preparata.md
updated: 2026-11-09
index: https://www.billabex.com/llms.txt
---

# Review and approve an email prepared by the agent

<section class="help-summary" aria-labelledby="in-short"><h2 id="in-short">In short</h2><p>When you ask the agent to write to the customer from a task, or to resume reminders with an instruction, it prepares the email without sending it. The task shows an <strong>Email to review</strong> card with the recipients, subject, text and attachments. Nothing goes out until you click <strong>Send</strong>: you can also <strong>Edit</strong> the email or <strong>Discard</strong> it.</p></section>

## Expected result

The email goes out only in the version you reviewed and approved, or it is discarded without sending anything.

## Before you start

- Open the task concerned in [the task list](https://www.billabex.com/en/help/tasks-messaging/understand-task-list/): organization members also receive an “An email is waiting for your approval” email with a **Review the email** button, and **Messaging** shows a banner listing the emails awaiting approval with **View tasks to handle**.
- Check the account, the context of the request and the invoices quoted.

## Procedure

1. In the task, locate the **Email to review** card.
2. Check the **To:** line, the subject, the text and each attachment. To understand the proposed selection, see [how the agent chooses recipients, language and tone](https://www.billabex.com/en/help/agent-collections/how-agent-chooses-recipient-language-tone/).
3. To correct it, click **Edit**, adjust the recipients, subject or text, then **Save changes**. The new version still waits for your approval.
4. Click **Send** to approve sending this version, or **Discard** to delete the draft. When the email prepares a resumption, the button reads **Send and resume reminders**.
5. Check for the **Email sent** or **Draft discarded** message in the task thread.

## What Billabex does

When sending, Billabex checks the recipients and attachments again, then sends exactly the approved content without regenerating it. The signature and formatting are added automatically. While the task is open, the account’s reminders stay paused. This approval is part of [what remains under human control](https://www.billabex.com/en/help/agent-collections/agent-autonomy-human-control/).

For a resumption with an instruction (choice **Resume reminders**, then **Prepare email**), the instruction applies to that email only. **Send and resume reminders** authorizes the send, then the resumption of automatic follow-up; **Discard** keeps reminders paused and lets you prepare a new version.

A free-text message in the thread never approves the email: a correction request updates the draft, which still needs approval, and a written confirmation points you back to the buttons. In the account’s **Messaging** tab, the draft carries the **Awaiting approval** badge; it does not appear in the **Scheduled** tab. While the draft awaits your decision, the task can be neither closed nor canceled.

## If the result is not what you expected

- **You wrote “ok, send it” and nothing went out**: this is intended. Use the card’s **Send** button.
- **A recipient or attachment is no longer valid**: sending is refused. Edit the draft or ask the agent for a new version.
- **“This email is no longer awaiting your approval”** or **“This draft is unavailable”**: it was sent, discarded or replaced. Check the task thread and **Open account communications**.
- **A preparation or sending failure** never resumes reminders: they stay paused until you decide.