Inbox

Inbox

Human-in-the-loop task management for workflow decisions.

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Overview

The Inbox provides a centralized queue for human tasks:

• Review AI-generated outputs
• Approve workflow decisions
• Provide missing information
• Handle exceptions and escalations

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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                           │
└─────────────────────────────────────────────────────────────────┘

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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

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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

Input Task

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

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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:

1. Open task details
2. Click Reassign
3. Select new assignee
4. Add optional note
5. Confirm reassignment

Self-Assignment

Allow users to claim tasks:

Self-Assignment:
  enabled: true
  max_concurrent: 5
  claim_action: "Take Task"

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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

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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

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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

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Analytics

Inbox Metrics

Metric	Description
Queue depth	Tasks waiting
Avg completion time	Time to complete
SLA compliance	% within SLA
Throughput	Tasks completed/day

User Performance

Metric	Description
Tasks completed	Per user
Avg time	Per task type
Accuracy	If tracked
SLA rate	On-time completion

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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

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Related

• Workflows
• Workflow Nodes
• Administration