Where it lives
Open Sally near the bottom of the left menu. On your phone it's the sparkle in the middle of the bottom bar. The page has two parts: To review, the drafts waiting on you, and Sent, what actually went out, to whom, on which channel and when. If you've been with us a while, this is the page that used to be called Follow-ups; your drafts and history are exactly where you left them. How Sally talks and what she knows moved to Settings›Sally on your website›Voice & greeting.
Approve a draft
Read the card
Each card shows who it's for, why Sally suggested it, and the drafted message. When there's nothing waiting, the page tells you you're all caught up.
Edit if you like
Click into the text and change anything so it sounds exactly like you. On Growth and Pro you can also ask Sally to rewrite a draft you don't love.
Approve & send, or Dismiss
Happy? Click Approve & send. Not needed? Dismiss. Either way the card leaves the queue.
You'll see: the message appear under Sent within a few seconds, with the channel it went on.
What creates a draft
- You flag a chat for reviewA warm follow-up to that customer
- A callback lead goes quietA gentle nudge so they don't fall through
- A regular is due to rebookRebooking nudges on
- A client has drifted awayWin-back on
- Tomorrow needs confirmingConfirm tomorrow on
Each of those has an on/off switch under Reminders. Turn one off and that kind of draft stops appearing.
Chats that didn't book
Near the bottom of To review is a collapsed panel of recent conversations that produced no booking and no callback: someone asked the price of balayage and went quiet, someone wanted a Sunday you don't open. It covers the last 14 days, leaves out anything that converted, and it's review material rather than a to-do list. Three people asking for the same missing service is a menu decision, not a lost chat. Email addresses and phone numbers are stripped before a transcript is stored, and our privacy policy tells customers you may review these.
What it won't do
Common questions
Where did the Customers and Teach tabs go?
They're now under Settings › Sally on your website: tone and reply length in Voice & greeting, and the facts you teach her in What Sally knows. Same settings, one home.
Can I approve everything at once?
On Pro, yes: Approve all sends every draft in the queue in one go. On Growth you approve them one by one.
A draft went to the wrong person
Drafts pull the name and contact from the client record. Check it under Clients; if two records are merged or an email is stale, fix it there and the next draft is right.
Still stuck on this?
Tell us which draft you were looking at and what you expected it to do.
Send us a message