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Sarrai AI

Approving, editing or rejecting a proposal from the approval inbox

Learn how to use the approval inbox to handle the proposals made by the AI to improve your knowledge base

Short answer: open the Approval inbox, pick a proposal under Open, and click Approve, Reject or Edit. If you approve, the proposal becomes an article that Sarrai can then use herself.

Step by step

  1. Open the Approval inbox from the menu on the left. At the top there are three tabs: Open, Approved and Rejected.
  2. Under Open, click a proposal. In the middle you see the original conversation, the reason, and the proposed article. On the right is its destination (folder, visibility, language).
  3. Choose what to do with it:
  • Approve, the proposal becomes an article in your knowledge base.
  • Reject, the proposal moves to Rejected.
  • Edit, you change the text first, then approve.
A proposal in the Approval inbox with the conversation, the reason and the draft article

Working faster with the keyboard

The approval inbox has shortcuts: J and K move through the list, A approves, X rejects and E edits. Handy when you want to work through a run of proposals in one go.

Approving is not the same as publishing

This is the most important thing to remember. Approving does not make the article visible on your public Help Center right away:

  • An approved new article comes in as a draft. It isn't public yet, but Sarrai may use it right away to answer customers.
  • An approved revision becomes a new, unpublished version. Until you publish separately, both your visitors and Sarrai keep seeing the old version.

So approving mostly means "Sarrai may use this", not "visitors see this". If you also want it on your Help Center, publishing is a separate, deliberate step.

Good to know

Always read a proposal before you approve it: it becomes the source Sarrai answers customers from. If you're unsure about the wording or the destination, use Edit, but be aware that an edit is only saved when you approve. If you close the proposal without approving, your change is gone. Who's allowed to approve proposals depends on the roles and permissions your administrator has set.

Also searched as

"approve a knowledge base proposal", "accept a proposal from Sarrai", "decline a proposal", "edit a proposed article"

See also

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