Interventions

Comments

Communicate context and decisions on interventions

Comments let you document decisions, ask questions, and communicate with team members about interventions. They create an audit trail and help with training and process improvement.

Adding Comments

  1. Open the intervention
  2. Scroll to the Comments section
  3. Type your comment
  4. Click Send or press Enter

Comments appear in chronological order with your name and timestamp.

When to Comment

Documenting Changes

When you make a significant correction:

"Changed invoice total from $1,234.00 to $1,324.00 — original had a typo, verified against line item sum."

Flagging Issues

When something seems wrong but you're proceeding:

"Customer name spelling differs from our records. Using the spelling from this invoice but flagging for verification."

Asking Questions

When you need input before deciding:

"Amount exceeds normal threshold. Should I approve or escalate?"

Explaining Rejections

When rejecting an intervention:

"Rejecting — attached PDF is corrupted and unreadable. Please re-submit with a valid document."

Mentioning Team Members

Use @ mentions to notify specific people:

  1. Type @ followed by their name
  2. Select from the dropdown
  3. They'll receive a notification
@john.smith Can you verify this shipping address? It doesn't match our records.

Comment Visibility

Comments are visible to:

  • All users with access to the intervention
  • Anyone who can view the workflow run history

Comments are not visible to:

  • External parties
  • Users without workspace access

Deleting Comments

To delete a comment you've written:

  1. Hover over your comment
  2. Click the delete icon
  3. Confirm deletion

Comment Notifications

You'll receive notifications when:

  • Someone comments on an intervention assigned to you
  • Someone @mentions you
  • Someone replies to your comment

Configure notification preferences in Settings Notifications.

Using Comments for Training

Comments create valuable training data. When reviewing intervention history:

  1. Look at what corrections were made
  2. Read comments explaining why
  3. Use patterns to improve workflows

For example, if comments frequently mention the same extraction error, the workflow may need adjustment.

Best Practices

Viewing Comment History

All comments on an intervention are visible in the Comments section, ordered chronologically. This provides an audit trail of discussions and decisions made during the review process.

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