> ## Documentation Index
> Fetch the complete documentation index at: https://docs.forge.shieldtp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review AI BDR proposals

> Use the human-operated AI BDR queue to review evidence, approve or reject a proposal, and record its workflow state.

AI BDR is a review queue for account-strategy proposals. Producers create evidence-backed tasks; reviewers decide whether a proposal should move forward.

## Understand the states

An item can move through states such as:

* **Awaiting approval**
* **Approved**
* **Executed**
* **Rejected**

These are Forge workflow states. They help the team track review and disposition.

<Warning>
  Approving an AI BDR item does not itself send an email, update the connected provider, or run an agent. Marking it executed records that workflow state; it does not perform the external action for you.
</Warning>

## Review a proposal

<Steps>
  <Step title="Read the proposed action">
    Identify the account, opportunity, intended recipient or owner, and desired outcome.
  </Step>

  <Step title="Inspect the evidence">
    Open linked records, files, and events. Confirm the evidence is current and belongs to the right account.
  </Step>

  <Step title="Analyze in Chat">
    Use **Analyze in Chat** to open an account-scoped conversation. Ask for missing evidence, risk, and a safer alternative if needed.
  </Step>

  <Step title="Decide">
    Approve when the proposal is useful and ready for the next human step. Reject with a reason that helps the producer improve future proposals.
  </Step>

  <Step title="Execute outside the state change">
    Complete the actual communication or provider update through the appropriate supported workflow.
  </Step>

  <Step title="Record completion">
    An authorized administrator can mark the item executed after the external work is complete.
  </Step>
</Steps>

## Review standards

Check that the proposal:

* is relevant to the account's current situation;
* uses evidence rather than unsupported personalization;
* has a clear owner and next action;
* does not overstate a commitment;
* respects account communication preferences and internal review policy.