Docs / Quotes & jobs

Triage your review inbox

Overview

When email flows into Setell, it doesn't become a job silently. Setell reads each one, decides how likely it is to be a real quote request, and puts the uncertain ones in front of you. The Review Inbox is where you clear them — a few seconds each.

You'll find it as Inbox in the left nav, with a count when something's waiting.

Before you start

An inbound path set up, so email actually reaches Setell. See docs/getting-started/email-intake.

Clear what's waiting

Open Inbox. Anything needing you sits at the top under Review Inbox.
Each row shows who it's from, the subject, and Setell's read of it — Likely quote, Maybe, or Unlikely, with a percentage.
Approve a real request. Setell creates the job (and the customer, if they're new) and starts drafting the quote.
Reject what isn't one — spam, a duplicate, a supplier's newsletter.
Got a run of obvious ones? Tick several and use Approve Selected.

Rejecting is permanent. It can't be undone, and no job is created. When you're not sure, approve it — an unwanted job can be archived later, a rejected email can't be brought back.

What Setell already handled

Below your pending rows is Auto-approved — email Setell was confident enough about to turn into jobs without asking. It's a log, not a to-do: the jobs already exist. Recent ones are flagged new.

Use Archive to clear a handled row you've seen, or Archive all to clear the section. Archiving only tidies the list — it never touches the job.

What happens next

Approved email becomes a job in your pipeline, already being drafted. See docs/quotes/draft-quote.
Attachments ride along — a drawing or spec on the email becomes part of the job (docs/quotes/attachments).
What lands in Auto-approved is decided per email, not by a setting. Setell auto-approves only when two things are both true: the sender's domain passed its email authentication checks, and the classifier was highly confident the message is a quote request. Anything else — a spoofable sender, a borderline read, an email it couldn't classify at all — waits for you. Your autonomy mode doesn't change this; autonomy governs sending, not intake (docs/autonomy/overview).
You can approve and reject from Studio too — open Inbox first and have the item on screen, then say "that one's real, turn it into a job" or "that's spam, reject it." Studio acts on the item you're looking at; it can't read out the queue for you. (Over the agent surface it can — see docs/mcp/capabilities.)

Troubleshooting

The inbox is empty but customers have emailed me. Mail isn't reaching Setell yet. Check your forwarding rule on the Email intake card — see docs/getting-started/email-intake.
Real requests are being marked Unlikely. Approve them anyway. Setell's read is a suggestion, never a gate, and it sharpens as it sees more of your work.
I rejected something by mistake. It can't be un-rejected. Create the job by hand and carry on — see docs/quotes/create-job.
Everything is auto-approving and I'd rather check first. There's no switch for this today — auto-approval is decided per email from sender authentication plus classifier confidence, not from a setting. Turning autonomy toward Watch won't change it; that controls sending. The jobs it created are ordinary jobs: nothing has gone to a customer, and you can archive any you didn't want.
Still stuck → docs/reference/troubleshooting.

FAQ

Does approving send anything to the customer? No. It creates the job and drafts the quote. Nothing goes out until you send it.
What's the percentage next to each email? How confident Setell is that it's a quote request. It's there to help you skim, not to decide for you.
Can Setell reject things on its own? No. Rejection is always your call — and Setell won't act on instructions written inside an email either.
Is archiving the same as rejecting? No. Archive just clears a handled row from the list; the job stays exactly where it is.

docs/getting-started/email-intake · docs/quotes/draft-quote · docs/quotes/attachments · docs/autonomy/overview · docs/studio/what-you-can-ask

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.

← All docs