What Terry read before it wrote
Under a draft waiting in Tasks, open Details and What Terry read to see the documents, the rules, the model and the checks behind it. A draft that says something Terry was never given is held for you.
Terry writes from what you gave it: your rules, your approved knowledge, the person's record and your own instructions. Two things on a waiting draft let you see that for yourself. Both are turned on for your workspace by Terry's team; ask us if you do not see them yet.
The fold under a draft
- Press Tasks in the menu. Drafts waiting for you are in the Approve group.
- Select a draft. It opens in the panel beside the list.
- Open Details under the draft. The Receipt row holds a fold named What Terry read. Open it.
You see:
- Sources. The titles of the knowledge documents Terry used for this draft. If the list is empty, nothing in your library stood behind the draft and Terry wrote from the voice and the rules alone.
- Rules. How many of your do and don't rules applied. If Terry could not read your rules, the fold says so, and the draft was held for a person for that reason.
- The model. Which model wrote the draft, in plain words. A draft written by a teammate's own Claude says so.
- The checks. Policy: clear, or how many phrases the content check flagged. Grounding: clear, how many phrases were flagged, or not run on this draft.
Admins who have cost detail turned on also see what the draft cost.
The fold shows titles and counts only. It never shows a document's text and never shows anyone's email address.
The answer check
Terry checks every draft against what it was given. A figure, a name, a date, a link or a promise in the draft that is not in your rules, your knowledge, the person's record or your instructions is called a breakout. A draft with a breakout is held for you, and Why it waits, under Details, names the phrase.
This check has always run on replies. It now also runs on Terry's first email to a person and on every message a campaign box writes. When a campaign draft is held, the person waits on that box until you approve, edit or discard the draft; nothing is skipped and nothing is sent.
What to do with a held draft
Read the flagged phrase. If it is true and should be in Terry's knowledge, add it under Settings, Knowledge and approve it there, then edit the draft or write it again. If it is not true, take it out and approve. Terry never rewrites a held draft on its own.
Where to look next
- The Knowledge page for adding what Terry may use.
- Rules for Terry for the do and don't rules Terry follows.
- Replies and the Inbox for answering people.
- The new dashboard
In Classic
- Drafts wait in Approvals. Under each draft card there is the fold What Terry read.
- A held draft's card names the flagged phrase.
- The Knowledge page is under Settings, Knowledge.