What are Tasks and how do I approve messages Sophiie drafts?

Tasks is where Sophiie queues work for you to check — most importantly, messages she's drafted to your customers, which wait for your approval before they send. Open it from the Tasks panel on HQ (it's not in the left sidebar).

The Tasks board

The board has three lanes:

• Needs review — everything waiting on your decision: messages Sophiie has drafted for your approval, bookings waiting to be confirmed, quotes a customer has accepted, quote requests, and finished jobs ready to invoice. Each row says which kind it is.
• In progress — tasks being worked through.
• Done — finished tasks.

Approving a message before it sends

1. Open the task — from the Needs review lane, or straight from the Tasks panel on HQ.
2. Read the message Sophiie has drafted.
3. Edit the wording if you want it said differently.
4. Approve it to send. The message doesn't go to your customer until you do.

If you don't want the message sent at all, select Decline — Sophiie won't action it, and you can't undo it.

Who can see Tasks

Access to Tasks is controlled by the Tasks access item. If you can't see the Tasks panel or board, ask your account owner or an admin to update your access.

Common Questions

Will Sophiie message my customers without me seeing it?

Messages she drafts into Tasks for review won't send until you approve them — you always get to read and edit those first.

Where is Tasks in the menu?

It isn't in the left sidebar — get there through the Tasks panel on HQ.

Why can't I see Tasks at all?

Your account doesn't have the Tasks access item. Ask your account owner or an admin to update your access.

Need More Help?

If a task won't open or an approved message doesn't seem to have sent, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.