Approve Messages

When a campaign sequence uses AI personalization with approval enabled, messages are queued for your review before sending. This gives you control over what goes out while still benefiting from AI-generated personalization.

How message approval works

1. A lead reaches a Send Message or Send Connection Request step in the sequence.
2. Obert generates a personalized message based on the lead's profile and your template instructions.
3. The message is queued with status Awaiting Approval.
4. The lead's sequence pauses at that step until you approve.
5. Once approved, the message is sent during the next available send window.

Review pending messages

There are two ways to find messages waiting for approval:

From the Campaigns page:

1. Click Campaigns in the left sidebar.
2. Click the Approvals tab at the top. This shows pending messages across all campaigns.

From a specific campaign:

1. Open the campaign detail page.
2. Click the Review tab.

Each pending message shows:

• The lead's name, headline, and company
• The generated message text
• Which sequence step it belongs to
• When it was generated

Approve, edit, or reject

Approve as-is: Click Approve to send the message exactly as generated.

Edit before approving:

1. Click the message text to open the editor.
2. Make your changes.
3. Click Approve.

The edited version is sent — the original draft is not preserved.

Skip: Click Skip to cancel the message for this lead. The lead moves to the next step in the sequence (or ends, depending on your workflow).

Bulk approve

For campaigns with many pending messages:

1. Review a sample of messages to confirm the AI quality is consistent.
2. Click Bulk Approve at the top of the approval queue.
3. Select how many messages to approve, or approve all.

Tips for better AI messages

The quality of generated messages depends on the instructions you provide in the sequence step:

• Be specific about tone. "Write like a peer, not a salesperson" produces better results than "be professional."
• Include key talking points. Tell the AI what to mention — your product's relevance to their role, a shared connection, or a recent post they made.
• Set a clear CTA. "Ask for a 15-minute call" is better than "include a call to action."
• Keep it short. Instruct the AI to keep messages under 3 sentences. Long messages get lower response rates.

When to require approval

Enable approval when:

• You're testing a new message template and want to validate quality
• The campaign targets high-value leads where every message matters
• You want to add personal touches that AI can't generate

Disable approval when:

• You've validated the template produces consistently good messages
• The campaign targets a large audience where manual review isn't practical
• Speed matters more than per-message customization