Types of Inbox Items
- Approval Requests
- Escalations
- Notifications
- Task Completions
An Approval Request is raised when an agent reaches a step that requires explicit human sign-off before it can continue. The agent pauses, sends the item to the Inbox, and waits. The item includes the agent’s proposed action, the context that led to it, and any relevant data from the current run.Common examples:
- Approving a draft email before it is sent to a customer
- Confirming a data write that will update a large number of records
- Authorizing a payment or financial action initiated by the agent
Reviewing and Acting on Inbox Items
To open the Inbox, click Inbox in the left sidebar. Items are listed in reverse chronological order by default. Click any item to open its detail view. The detail view shows:- Item type (approval, escalation, notification, or task completion)
- Agent that created the item
- Created at timestamp
- Context — a summary of what the agent was doing and why it raised the item
- Proposed action or output — what the agent wants to do, or what it has done
- Linked objects or data — any collection records, files, or conversation excerpts relevant to the item
After you take an action, the item moves to the Resolved tab. The agent’s run log records your decision and the timestamp.
Filtering and Sorting the Inbox
Use the controls at the top of the Inbox to find items quickly:- Filter by agent — show only items raised by a specific agent
- Filter by type — show only approvals, escalations, notifications, or task completions
- Filter by status — switch between Pending (awaiting action), Resolved, and All
- Filter by assignee — show only items assigned to you or to a specific teammate
- Sort by date — switch between newest first and oldest first
- Search — search item titles and context text for a keyword
Setting Up Agents to Send Items to the Inbox
Configure your agent to route items to the Inbox by adding Inbox steps to its workflow. In the agent editor, you can add an Inbox: Request Approval, Inbox: Escalate, or Inbox: Notify step anywhere in the workflow. For each Inbox step, configure:- Title — a clear subject line for the inbox item, e.g.,
"Approve outreach email for {{contact.name}}" - Context message — instructions for the reviewer explaining what to look at and what decision to make
- Assignee — a specific user, a team role, or leave blank for any team member
- On Approve / On Reject paths — the workflow branches the agent should follow after each outcome
Inbox Notifications
Layest notifies you when new items arrive in your Inbox so you can act promptly. In-app notifications — a badge appears on the Inbox icon in the sidebar. Click the bell icon in the top-right corner to see a summary of new items without leaving your current page. Email notifications — Layest sends an email digest when new items are assigned to you. Configure your notification preferences in Settings → Notifications:- Immediately — receive an email as soon as an item is assigned to you (recommended for approval requests)
- Hourly digest — receive a summary of all new items once per hour
- Daily digest — receive a single daily summary
- Off — disable email notifications entirely (in-app notifications remain active)