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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/llms.txt

Use this file to discover all available pages before exploring further.

Octolane agents draft emails, create deals, and suggest next steps - but nothing touches the outside world without your approval. The approval queue is your single place to review and act on everything your agents want to do.

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The approval queue

Open the approval queue from your sidebar. Each item shows:
  • Which agent is requesting the action
  • What it wants to do - send an email, create a deal, update a record
  • Why - the context that triggered the action (e.g., “conversation has been quiet for 7 days”)
  • The full draft - the email text, deal details, or suggested update

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Your options

For each item, you can:
  • Approve - the action goes through as drafted
  • Edit and approve - make changes to the draft, then send
  • Dismiss - reject the action. The agent learns from your decision over time.

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What goes through the queue

Actions that affect external communication always require approval:
  • Emails drafted by the Follow-Up Agent
  • Outreach messages drafted by the Outreach Agent
  • Any response suggested by an agent
Internal actions - like creating a contact record, enriching a company, or updating a deal stage - happen automatically. You can review these in the Activity Feed at any time.

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Notification settings

Configure how you’re notified about pending approvals:
  • In-app - badge count on the approval queue icon
  • Email digest - daily or weekly summary of pending items
  • Real-time - get notified immediately for high-priority items