Review Email Monitor
Inspect classifications, automated actions, failures, and retries.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Review Email Monitor is for and choose the correct next action.
Safety and data checks
- • A retry may send a reply or create linked work; confirm it did not already succeed through another path.
Complete the task
- 1Navigate
Open Review Email Monitor
Use the Hub navigation to open Review Email Monitor. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultReview Email Monitor is open and its page heading is visible.
- 2Review
Understand what belongs here
Email Monitor shows what the automated pipeline received, decided, created, replied to, or failed to process. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Read sender, subject, classification, confidence, action, and failure detail before choosing Retry. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the message detail, confirm the intended category and linked work, then retry only the failed stage. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
A retry may send a reply or create linked work; confirm it did not already succeed through another path. This orientation ends before any irreversible or customer-facing submission.
A retry may send a reply or create linked work; confirm it did not already succeed through another path.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.