The Review tab
Who this is for: an owner who wants one place to see — and approve — what the agents wrote.
Everything an agent creates or changes in Bakulai is a draft. The Review tab lists those drafts as they happen: a quotation from a WhatsApp price request, a Lead from a prospect’s email, a leave application from a staff message, a journal entry from a receipt photo.
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Open the panel’s Review tab (the clipboard icon; the TopBar shows a badge with the number of open drafts). Your own desk lists the whole office; an agent’s desk lists only its documents.
The Review tab with open drafts —agent/review/review-tab.png -
Press the document’s name — Open in Bakulai — to read it in the ERP. Approve or submit it there; the Review tab never submits.
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Press Done when you have handled it (the row moves under Done; Back to open brings it back).
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Press Ask for revision, type what should change (“qty 5, ship next Monday”) and Send to …. The agent receives it as an inbox message, edits the draft, and the row reopens marked updated.
Notifications
Section titled “Notifications”New drafts are announced on your phone in batches (Settings → Office → Escalations to your phone): when five are waiting, or ten minutes after the first one.
Ask your agent
Section titled “Ask your agent”Things you can say to an agent in Bakulai Agent:
“what did the agents create in Bakulai today?”“send the invoice draft back with a note”- “which drafts are waiting for me?”runs directly
- “ask Dina to change the quotation to 5 units”runs directly
- “mark that quotation as done”runs directly
Limits & safety
Section titled “Limits & safety”- The tab records what agents did; submitting, cancelling and deleting stay in the ERP, under your login.
- Drafts made while the app was closed are still recorded (the agent’s tools report them when the app is next open).
Troubleshooting
Section titled “Troubleshooting”- A draft is missing — the agent’s tool call failed (no draft was made) or it was made by a tool outside Bakulai; open the agent’s chat to see what it did.
- “Ask for revision” says the agent is gone — the agent was removed; edit the draft yourself in the ERP.