The Inbox provides a centralized queue for human tasks:
Review AI-generated outputs
Approve workflow decisions
Provide missing information
Handle exceptions and escalations
How It Works ┌─────────────────────────────────────────────────────────────────┐
│ Workflow Execution │
└─────────────────────────────────┬───────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────┐
│ Human Node │
│ (Requires human action) │
└─────────────────────────────────┬───────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────┐
│ Inbox │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Task: Review Invoice Extraction │ │
│ │ Workflow: Invoice Processor │ │
│ │ Priority: High │ │
│ │ Due: 2024-01-15 5:00 PM │ │
│ │ │ │
│ │ Invoice #: INV-12345 [Edit] │ │
│ │ Amount: $1,250.00 [Edit] │ │
│ │ Vendor: Acme Corp [Edit] │ │
│ │ │ │
│ │ [Approve] [Reject] [Request Changes] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────┐
│ Workflow Continues │
└─────────────────────────────────────────────────────────────────┘
For details, see Human node .
Inbox Interface Task List View and manage pending tasks:
Column Description Task Task name and description Workflow Source workflow Priority High, Medium, Low Due Deadline for completion Assigned Current assignee Status Pending, In Progress, Completed
Filters Filter tasks by:
Workflow name
Priority level
Due date range
Assignee
Status
Tags/labels
Search Search tasks by:
Task content
Workflow ID
Custom fields
Notes
Task Types Review Task Review and optionally edit AI-generated content:
Task : Review Document Summary Type : review Fields : - name : original_document type : document readonly : true - name : ai_summary type : text editable : true label : "AI Generated Summary" - name : confidence_score type : number readonly : true Actions : - approve - edit_and_approve - reject
Approval Task Binary decision with optional comments:
Task : Approve Expense Report Type : approval Fields : - name : expense_details type : structured_data readonly : true - name : total_amount type : currency readonly : true - name : comments type : text optional : true Actions : - approve - reject Required : - comment_on_reject : true
Collect information from humans:
Task : Provide Missing Information Type : input Instructions : | The AI couldn't extract the following fields. Please provide the missing information. Fields : - name : vendor_address type : address required : true - name : payment_terms type : dropdown options : - Net 30 - Net 60 - Net 90 required : true
Classification Task Categorize or label content:
Task : Classify Support Ticket Type : classification Fields : - name : ticket_content type : text readonly : true - name : category type : single_select options : - Technical Support - Billing - Sales - General Inquiry required : true - name : priority type : single_select options : - High - Medium - Low required : true
Assignment Assignment Rules Configure how tasks are assigned:
Assignment Rules : # Assign to specific role - condition : task_type == "approval" assign_to : role : approver # Assign based on workflow data - condition : amount > 10000 assign_to : role : senior_approver # Round-robin assignment - condition : default assign_to : role : reviewer strategy : round_robin
Manual Assignment Reassign tasks:
Open task details
Click Reassign
Select new assignee
Add optional note
Confirm reassignment
Self-Assignment Allow users to claim tasks:
Self-Assignment : enabled : true max_concurrent : 5 claim_action : "Take Task"
SLAs and Escalation SLA Configuration Set time-based expectations:
SLA : warning : threshold : 4h action : notify_assignee critical : threshold : 8h action : notify_supervisor breach : threshold : 24h action : escalate
Escalation Rules Automatic escalation when deadlines approach:
Escalation : - level : 1 trigger : sla_warning action : notify : - assignee highlight : true - level : 2 trigger : sla_critical action : notify : - assignee - supervisor reassign_to : supervisor - level : 3 trigger : sla_breach action : notify : - assignee - supervisor - manager reassign_to : manager priority : high
Notifications Notification Channels Channel Events Email New task, approaching deadline, escalation In-app All task events Slack Configurable events Webhook All events for integration
Configuration Notifications : new_task : channels : [ email , in_app , slack ] template : new_task_notification deadline_warning : channels : [ email , in_app ] template : deadline_warning escalation : channels : [ email , in_app , slack ] template : escalation_notice
Bulk Actions Batch Processing Process multiple tasks at once:
Action Description Bulk approve Approve multiple tasks Bulk assign Assign tasks to user Bulk prioritize Update priority Bulk tag Add labels
Batch Configuration Bulk Actions : allowed : - approve_all - assign - update_priority require_confirmation : true max_batch_size : 50
Analytics Inbox Metrics Metric Description Queue depth Tasks waiting Avg completion time Time to complete SLA compliance % within SLA Throughput Tasks completed/day
Metric Description Tasks completed Per user Avg time Per task type Accuracy If tracked SLA rate On-time completion
Best Practices Task Design
Keep tasks focused and clear
Provide sufficient context
Include original data for reference
Set realistic deadlines
Assignment
Balance workload across team
Match skills to task types
Use escalation for blockers
Monitor queue health
User Training
Train users on task types
Provide guidelines for decisions
Share examples of good completions
Collect feedback for improvements
