WizField Docs

Why Did an AI SMS Draft Require Review Before Sending?

Learn why WizField AI SMS drafts require human review, guarded send permissions, and the canonical messaging path before reaching customers.

An AI SMS draft requires review because WizField treats Copilot output as a proposed customer message. Sending requires human confirmation, the right permissions, and the guarded messaging path.

Treat AI SMS Output as a Draft

Operator Copilot can generate SMS follow-up drafts from calls. A draft is not a sent message.

Staff can review, edit, or dismiss the draft before it becomes customer-facing. This keeps AI assistance inside a human-confirmed workflow.

Require Guarded Send Permissions

Copilot guarded send requires calls.view and messaging.send. The Send affordance appears only when the guarded send feature and user permissions allow it.

If a user can view calls but cannot send messages, WizField should not let that user send an AI-generated customer SMS.

Use the Canonical Messaging Path

WizField sends Copilot customer SMS through the canonical messaging service. Copilot must not bypass WizField messaging execution truth through a telephony shortcut.

A sent draft links to the outbound message record so WizField can preserve send proof.

Keep Outcome Observation Read-Only

After sending, WizField can observe whether a customer replied after the outbound anchor message. This outcome is read-only.

Outcome observation does not trigger auto-send, retries, drip sequences, CRM mutation, causal attribution, or self-learning behavior.

Continue With AI SMS Details

For the full draft lifecycle, read How AI SMS Drafts Work. For AI automation limits, read What WizField AI Does Not Automate.

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