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Communication: connect, message and book

Review first: approving every request and message before it goes

In Review first mode nothing goes out until you press Approve. Edit, approve, skip, or approve all. Dry run shows what Allen would send without sending anything.

2 min read

Auto or Review first

Communications, "How Allen sends", Mode.

  • Auto (the default). Allen sends without asking. You can still pause everything, or stop a step with its switch.
  • Review first. Every connection request, first message, follow-up and reply waits on the Needs your OK tab until you approve it. Nothing goes out on its own.

Switch between them any time. Moving to Review first holds everything from that moment; moving back to Auto sends what you had not yet looked at, in order.

The Needs your OK tab

Each card shows the person, where they came from, what kind of action it is (connection request, first message, follow-up, reply) and the message Allen wrote.

  • Edit the text and press Save to keep your version without sending yet.
  • Approve sends it at the next open moment in your send window.
  • Skip drops it. The person stays in the sequence; the next step still comes.
  • Approve all at the top sends every card in one go.

Replies you approve go out right away rather than waiting for a scheduled slot, because the other person is waiting.

What your edits teach Allen

Allen reads the difference between what it wrote and what you sent. Patterns you repeat (shorter, no question at the end, a phrase you always cut) become rules it follows next time. The rules it learned show in your rules list under Train Allen with the tag "Learned", and you can switch any of them off.

Dry run

"How Allen sends", Dry run. On, Allen plans and queues everything as usual and sends nothing. The Scheduled and Activity tabs fill up so you can read what would have gone out. Turn it off and the queue starts sending from the front. Dry run is useful for a first day, and for checking a new playbook before it reaches anyone.

Credits in Review first and dry run

Credits are used when Allen writes a message, not when it sends one, so a message you skip still used its credits. Dry run writes messages too. Try it out, under Train Allen, is the one place that is free.

Related questions

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Allen is built by a small team and we read every message. Business-day replies usually come within a few hours.