Action Items

Action items are tasks the AI automatically generates from your creator conversations. When a creator asks a question, a follow-up deadline approaches, or a negotiation needs your input, an action item appears so you never lose track of what needs attention.

How Action Items Are Generated

The AI continuously monitors your inbox conversations and creates action items when it detects:

• A creator asked a question that hasn't been answered
• A follow-up is due based on time since last message
• A rate or deliverable needs your decision before the AI can respond
• Content was delivered and needs your review
• A payment milestone was reached and payout should be triggered
• A conversation stalled and needs re-engagement

Action items appear in two places:

1. The Action Items panel — A dedicated view accessible from the sidebar that shows all open items across every conversation
2. Inline in conversations — When you open a specific conversation, its action items appear below the thread

Types of Action Items

Follow-up

The most common type. Created when a conversation goes quiet and the creator hasn't responded, or when you need to check in on a deliverable timeline.

Example items:

• "Follow up with @creator — no response in 5 days"
• "Check in on content delivery deadline (due March 30)"
• "Remind creator about contract signing"

Negotiate

Created when the AI detects an active negotiation that needs your input. This usually means the creator proposed terms the AI isn't authorized to accept on its own, or the negotiation has reached a point where human judgment is needed.

Example items:

• "Creator counter-offered $2,500 for 3 Reels — approve, counter, or decline"
• "Creator wants to add a Story to the deliverables — review updated scope"
• "Rate exceeds campaign budget by 20% — decision needed"

Approve

Created when the AI has a draft or action ready but needs your explicit sign-off before proceeding. This is a safety mechanism for high-stakes actions.

Example items:

• "Approve AI draft offering $1,800 for 2 posts + 1 Reel"
• "Approve content brief before sending to creator"
• "Approve payment of $3,000 to @creator"

Review

Created when something was delivered or changed and needs your review before moving forward.

Example items:

• "Review submitted content from @creator (3 images, 1 video)"
• "Review creator's updated media kit"
• "Review campaign performance report before sending to creator"

Action Item Detail

Each action item includes:

Field	Description
Title	A concise description of what needs to happen
Type	Follow-up, Negotiate, Approve, or Review
Priority	High, Medium, or Low
Conversation	Link to the conversation that triggered this item
Creator	The creator involved
Created	When the AI generated this item
Due	Suggested deadline (if applicable)
Context	A brief AI-generated summary of why this item exists

Priority Levels

The AI assigns priority based on urgency, deal value, and time sensitivity:

High Priority

• Creator is waiting for a response and it's been 48+ hours
• Negotiation involves your highest-budget campaigns
• A deadline is approaching within 24 hours
• Payment approval is pending

Medium Priority

• Standard follow-ups within normal response windows
• Negotiations progressing at a regular pace
• Content review with reasonable deadlines

Low Priority

• FYI items that don't need immediate action
• Long-term follow-ups (e.g., "check in next month")
• Informational reviews with no deadline

Working with Action Items

Completing Items

When you've handled an action item, mark it as complete:

• From the action items panel — Click the checkmark button next to the item
• From the conversation — Click "Mark Complete" on the inline action item
• Automatically — Some items auto-complete when the underlying condition is resolved (e.g., a follow-up item completes when you or the AI sends a reply)

Dismissing Items

If an action item is no longer relevant, dismiss it:

• Click the dismiss (X) button on the item
• Optionally add a reason (helps the AI learn what types of items are not useful)

Snoozing Items

Not ready to deal with an item right now? Snooze it:

• Click the snooze button and select a duration (1 hour, tomorrow, next week, custom date)
• The item disappears from your active list and reappears at the snoozed time

Quick Actions

Many action items have contextual quick actions that let you resolve them in one click:

• Follow-up items — "Send AI follow-up" button that sends the AI-drafted follow-up message immediately
• Negotiate items — "Accept," "Counter," or "Decline" buttons for rate proposals
• Approve items — "Approve" or "Reject" buttons for pending drafts or payments
• Review items — "Approve Content" or "Request Changes" buttons for delivered content

Completed Items

Completed action items move to a "Completed" section at the bottom of the action items panel. This serves as an activity log — you can see what was handled and when.

Completed items show:

• The original item details
• Who completed it (you or the AI)
• When it was completed
• What action was taken

Filtering Action Items

The action items panel supports filtering to focus on what matters:

• By type — Show only Follow-ups, Negotiations, Approvals, or Reviews
• By priority — Show only High, Medium, or Low priority items
• By campaign — Show items from a specific campaign
• By creator — Show all items related to a specific creator
• By due date — Overdue, due today, due this week

Action Items and the AI Agent

Action items integrate tightly with the AI Agent. When the agent is enabled:

• The agent can auto-complete low-risk action items (like sending follow-up reminders)
• High-priority or high-value items still require your approval
• The agent creates action items when it needs human input on decisions outside its configured authority
• You can configure which action item types the agent is allowed to resolve autonomously in Agent Configuration