Agent Inbox

The Agent Inbox is the central hub where reviewers access and manage all pending review requests from your AI workflows. It provides a unified interface for handling human-in-the-loop processes across your entire organization.

Overview

The Agent Inbox consolidates all review requests into a single, organized dashboard, making it easy for reviewers to:
  • View all pending reviews in one place
  • Filter and sort by various criteria
  • Process reviews efficiently with bulk actions
  • Track progress across multiple workflows
  • Collaborate with team members

Key Features

Unified Dashboard

Dashboard Overview

Learn about the main dashboard and its components.
Centralized view:
  • All review requests from all AI workflows
  • Real-time updates and notifications
  • Consistent interface across different review types
  • Mobile-responsive design for on-the-go reviews

Smart Filtering

Organize your reviews with powerful filtering options: Filter by:
  • Status: Pending, in progress, completed, rejected
  • Priority: High, medium, low
  • Assignee: Individual team members or teams
  • Template: Review type or category
  • Date: Created, due, or updated
  • Workflow: Source AI system or process
Sort options:
  • Priority: Most important reviews first
  • Due date: Time-sensitive items prioritized
  • Created date: Newest or oldest first
  • Assignee: Group by team member

Bulk Operations

Process multiple reviews efficiently:
  • Bulk approve/reject: Handle multiple similar reviews at once
  • Bulk assign: Reassign multiple reviews to different team members
  • Bulk export: Download review data for analysis
  • Bulk delete: Remove completed or obsolete reviews

Review Management

Review States

Each review goes through different states in the inbox:
Created → Assigned → In Progress → Completed/Rejected
State descriptions:
  • Created: Review request received, waiting for assignment
  • Assigned: Assigned to specific reviewer(s)
  • In Progress: Reviewer has started the review
  • Completed: Review finished with approval
  • Rejected: Review finished with rejection
  • Expired: Review not completed within time limit

Assignment Options

Automatic assignment:
  • Round-robin distribution
  • Load balancing based on reviewer capacity
  • Skill-based matching using tags
  • Priority-based assignment
Manual assignment:
  • Direct assignment by workflow owners
  • Self-assignment by available reviewers
  • Reassignment during review process
  • Escalation to senior reviewers

Review Queue

Queue management:
  • Personal queue: Reviews assigned to you
  • Team queue: Reviews assigned to your team
  • Unassigned queue: Reviews waiting for assignment
  • Escalation queue: Reviews requiring attention

Collaboration Features

Team Coordination

Team features:
  • Shared inboxes: View team member workloads
  • Review handoffs: Transfer reviews between team members
  • Collaborative reviews: Multiple reviewers on complex items
  • Review comments: Internal notes and discussions

Communication

Built-in communication:
  • Review notes: Add internal comments and context
  • @mentions: Notify specific team members
  • Status updates: Keep stakeholders informed
  • Integration chat: Connect with Slack, Teams, or Discord

Mobile Experience

Mobile-First Design

The Agent Inbox is optimized for mobile devices: Mobile features:
  • Touch-friendly interface: Large buttons and swipe gestures
  • Offline support: Queue reviews when offline
  • Push notifications: Instant alerts for new assignments
  • Responsive layout: Adapts to any screen size

Mobile Workflows

On-the-go review:
  • Quick actions: Approve/reject with minimal taps
  • Voice input: Dictate review comments
  • Photo capture: Add visual context to reviews
  • Location awareness: Context-aware review assignments

Integration & Automation

Workflow Integration

Seamless connections:
  • Real-time sync: Instant updates from AI workflows
  • Bidirectional communication: Send and receive data
  • Error handling: Graceful fallbacks for integration issues
  • Performance monitoring: Track integration health

Automation Rules

Smart automation:
  • Auto-assignment: Rules-based review distribution
  • Escalation: Automatic escalation for overdue reviews
  • Routing: Intelligent routing based on content type
  • Scheduling: Time-based review assignments

Performance & Analytics

Review Metrics

Key performance indicators:
  • Review completion time: Average time to complete reviews
  • Reviewer productivity: Reviews completed per reviewer
  • Quality metrics: Approval rates and feedback scores
  • Workflow efficiency: Impact on overall process speed

Analytics Dashboard

Insights and reporting:
  • Review volume: Trends and patterns over time
  • Bottleneck identification: Find process inefficiencies
  • Team performance: Individual and team productivity
  • Workflow optimization: Data-driven improvements

Security & Access Control

Role-Based Access

Permission levels:
  • Reviewers: Can view and complete assigned reviews
  • Team leads: Can manage team assignments and workflows
  • Workflow owners: Can create and monitor specific workflows
  • Administrators: Full system access and configuration

Data Protection

Security features:
  • Encrypted storage: All data encrypted at rest
  • Access logging: Complete audit trail of all actions
  • Data retention: Configurable data retention policies
  • Compliance: GDPR and CCPA compliant

Best Practices

Inbox Organization

Efficient workflows:
  • Regular cleanup: Archive completed reviews regularly
  • Priority management: Use priority levels effectively
  • Team coordination: Establish clear assignment protocols
  • Performance monitoring: Track and optimize review times

Reviewer Experience

User experience tips:
  • Custom views: Create personal dashboard layouts
  • Keyboard shortcuts: Learn productivity shortcuts
  • Batch processing: Group similar reviews together
  • Template familiarity: Understand common review types

Next Steps

Review Templates

Learn how to create effective review templates for your workflows.

Notifications

Configure notifications and alerts for your review processes.

Team Management

Set up teams and manage reviewer assignments effectively.