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Tasks is your single daily worklist. It brings together every AI draft Sally writes on your behalf, your own follow-up to-dos and reminders, and a built-in Power Dialer — so you can clear approvals, knock out tasks, and run a call session all without leaving the page. The header KPI strip (Open tasks, Due today, Drafts pending, Approved today) stays visible whichever tab you’re on, and the three-pane layout keeps the queue, detail, and context in view at the same time.

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What are Drafts?

The Drafts tab holds every message or call brief that Sally wrote and is waiting for you to approve before anything goes out. Nothing sends until you say so — you keep the final word on every AI-generated touchpoint.

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Draft actions

Select a draft in the left rail to load its full detail in the center pane. From there you can:

Approve

Send the message exactly as Sally wrote it, or queue the call brief for the Power Dialer.

Edit + Send

Make changes in the message body and send your edited version. Edits autosave when you click away.

Skip

Set the draft aside without sending. It stays in the queue so you can return to it later.

Reject

Discard the draft entirely. It’s removed from the queue and won’t be retried.

Schedule

Choose a future date and time for the message to send automatically.

Snooze

Park the draft until later (Today EOD, Tomorrow, Next week, or a custom date) and move on to the next one.

Hand off

Pass the draft to a teammate for their review and approval.

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Filtering the draft queue

Use the filter bar above the draft list to narrow what you see:
  • Channel — Email, LinkedIn, or Calls
  • Step type — first email, follow-up, reply, etc.
  • Status — pending, skipped, rejected, approved
  • Owner — whose drafts to show
  • Agent — which AI agent generated them

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Approving a draft step-by-step

1

Open the Drafts tab

Tasks opens on Drafts by default. The left rail lists every pending draft; the first one is selected automatically and its full detail loads in the center pane.
2

Narrow the queue with filters

Use the filter controls above the list to focus on a specific channel, step type, status, owner, or agent. The list updates as you adjust each filter.
3

Read the draft and Sally's reasoning

The center pane shows the recipient, subject line, and message body. The right rail — Sally’s read — displays the contact’s title, company, email, phone, location, and timezone, plus the signals and reasoning behind why Sally wrote this draft.
4

Edit if needed, then send

Click into the message body to make changes. Want a different angle? Use the tone presets in the Sally’s read panel (Warmer / Cooler / Shorter / More direct) to have Sally rewrite it, or hit Regenerate for a completely fresh draft.
5

Approve, skip, or reject

Click Approve to send the message or queue the call. Click Skip to set it aside, or Reject to discard it. The row drops from the queue and the next draft is selected automatically so you can keep moving.
Use the left / right arrow keys to jump between drafts without reaching for the mouse.

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Bulk draft actions

When you have a stack of similar drafts you trust, you don’t need to open each one individually:
  • Select rows with their checkboxes, then use Approve all (N) or Skip all in the header to act on your selection.
  • Draft all (N) approves every visible pending draft in one shot — useful at the end of the day when you want to clear the queue fast.
Use Draft all at the end of your day to push out all approved pending drafts in a single click — ideal for high-volume outreach sequences.
Approving sends real messages and queues real calls. Bulk actions apply to every selected (or visible) draft at once, so scan the queue before using Draft all.

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How to run the Power Dialer

The Power Dialer lives right inside Tasks — there’s no separate page to navigate to. It works through the call tasks (call briefs) sitting in your Drafts queue and lets you dial multiple lines in parallel.
1

Start a session

Click ☎ Start dialer · N in the header (the number shows how many call tasks are queued). The dialer opens parallel lines and begins working through them.
If there are no call tasks in your queue, the Start dialer button is disabled. You need call-brief drafts in the queue before you can launch a session.
2

Watch the live HUD

A status strip appears below the header showing each line’s state (Dialing, Ringing, Connected, Voicemail, No answer) alongside running totals — calls dialed, connected, and voicemails dropped.
3

Take the call when someone answers

The moment a prospect picks up, Tasks switches to their call brief automatically so you have the script in front of you. Use Mute as needed during the conversation.
4

Log the outcome and move on

Pick a call disposition (connected outcomes or not-answered reasons), add optional notes, and click Log & next to record the result and dial the next batch. Use Pause, Resume, and End to control the session.
If you navigate away from Tasks mid-session, a banner with live stats and a Resume dialer button appears when you return — pick up right where you left off.

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Team scope (admins and managers)

If you’re an admin or manager, a scope picker appears in the header. Switch between Me, Whole team, or a selected set of reps to change whose drafts and tasks the queue — and any bulk actions — target. Regular reps always see their own work. Your last selection is remembered across sessions.

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FAQ

A draft is a message Sally wrote and wants you to approve before it sends (or a call brief to dial). A task is your own to-do — a follow-up, a reminder, a call you want to make. Drafts live in the Drafts tab; tasks live in the Tasks tab.
The Power Dialer only dials call tasks (call briefs) in your queue. If there are none, there’s nothing to dial and the button stays disabled. Run an agent that produces call briefs, or wait for new ones to arrive.
Approving sends the message or queues the call immediately, so there’s no undo. Use Skip if you’re unsure and want to set a draft aside, or open it and edit before sending.
It’s now Tasks. The same approval queue you used in Co-Pilot is the Drafts tab here, alongside your to-dos and the Power Dialer.
Check your filters — a channel, status, owner, or agent filter may be hiding rows. Set Status to All and clear the others to see everything. New drafts arrive on their own; you’ll see a notification toast when fresh ones are ready for review.

Inbox

Every reply and conversation in one threaded view.

Managing Agents

Tune the AI agents that generate the drafts you approve here.

AI SDR Builder

Build the outbound agent that fills your Drafts queue.

Social Engagement

Approve and manage AI-assisted social comments and replies.
Last modified on June 20, 2026