Salesforce Winter ’27 adds a choice of which Engagement agent emails require manual review before sending. release note
- **All emails:** Review every Engagement agent email.
- **Initial outreach only:** Review only initial outreach emails.
- **Custom-flow selection:** Use record criteria to select emails for review. release note
Configure manual approval
On the agent details, enable **Require Manual Approval** under **Cadence Settings** and select the review scope. release note release note
The template determines which builder to use:
- **Agent Script-based Engagement templates:** The new **Agentforce Builder** inside **Agentforce Studio**.
- **Engagement (Legacy) templates:** The **Setup-based Agentforce Builder**. release note
Confirm and test the scope
Check the choice with the sales owner before changing it. Anything outside the selected scope won’t require review under this policy. release note
Test both initial outreach and later emails against the selected scope. For a custom flow, include records that match its criteria and records that don’t.