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Approve every fax from ChatGPT

Updated

By default ChatGPT sends faxes inside the limits your organization set, with no approval per fax. Turn one switch off and every send waits for a person instead. This guide shows that routine: the switch, the quote, the approval request, the decision in the dashboard and the send. It was recorded in Sandbox mode, so nothing reached a real fax line.

Screenshots taken on .

Before you start

  • A Fax for Agents account. The dashboard is at app.faxforagents.com. Only an owner changes the switch.
  • The Fax for Agents plugin connected to your ChatGPT account. Open Plugins in ChatGPT, find Fax for Agents and connect it.
  • The Connected apps switch in Settings is on by default. The default limits are $5.00 per fax and 20 faxes a day. This guide turns it off.

1.Turn the switch off

Open Settings in the dashboard. The first card is Connected apps. The chip at the top right says Sandbox or Live, and the card names the one you are editing.

The Connected apps card in Settings with Let connected apps send without asking turned off and the toast Saved for Sandbox.
In Settings, turn off "Let connected apps send without asking" and select Save. The toast reads "Saved for Sandbox." From now on every send in that environment waits for a person.
The Connected apps card in Settings with Let connected apps send without asking turned off and the toast Saved for Sandbox.

2.Open the plugin

Start a new chat. Type @ and the name of the plugin.

A new ChatGPT chat with the Fax for Agents plugin attached in the message box.
In a new chat, type @Fax and select Fax for Agents under Plugins.

3.Read the quote

Type what the fax should say and where it goes, and ask for a quote. ChatGPT prepares a one page document and quotes it. Nothing is sent.

ChatGPT's quote: destination +1 555 000 0001, Sandbox, 1 page, $0.00, and the line Approval: Human approval required.
Ask for a quote. It reads "Approval: Human approval required", and nothing is sent.

4.Ask for approval

Tell ChatGPT to ask a person. It files an approval request with Fax for Agents and shows the request id.

ChatGPT reports Awaiting human approval, with the approval request id and Approval status Pending.
Say "Ask a person to approve this fax before it goes out." The request now waits in the dashboard.

5.Open the request

In the dashboard, open Approvals. The request is listed with the number and the pages.

The Approval request panel in the dashboard: status pending, the number, the pages, the amount, the quote and the requester.
In Approvals, select the request. The approval is bound to this quote, number and document. Any change invalidates it.
The Approval request panel in the dashboard: status pending, the number, the pages, the amount, the quote and the requester.

6.Approve it

Select Approve, then confirm. The decision is logged with the time.

The Approvals page after the decision, with the toast Approved. The agent can send this exact quote once, until it expires.
Select Approve and confirm. The approval is good for one send of this exact document.
The Approvals page after the decision, with the toast Approved. The agent can send this exact quote once, until it expires.

7.Send and track

Back in the chat, tell ChatGPT the request is approved and to send. It reads the decision, sends the fax and checks the delivery.

ChatGPT reports the human approval verified and the fax delivered, with the delivery receipt and the evidence table.
Back in the chat, tell ChatGPT to send. It sends the approved fax and shows the evidence.

8.Read the inbox

Received faxes work the same way. Ask for your inbox.

Your Fax Inbox: one received fax from +1 555 000 0042, 2 pages, with the full extracted text.
Ask for your inbox. ChatGPT lists the received faxes and reads the newest one.

What the limits mean

The Connected apps card in Settings holds the switch "Let connected apps send without asking". Under it are two fields, "Amount per fax, at most" ($5.00) and "Faxes per day" (20). With the switch on, apps like ChatGPT send inside those limits with no approval per fax. With the switch off, as in this guide, every send waits for a person. See Your assistant sends within limits by default.

Send within limits instead

  1. In Settings, turn on "Let connected apps send without asking" and choose Save.
  2. Describe the fax to ChatGPT and say send. The quote is allowed by your organization's setting.
  3. ChatGPT sends at once and shows the delivery evidence.

The full routine is in Send a fax from ChatGPT.

Troubleshooting

  • The quote says the fax was sent although you expected a person to decide. The switch is on for that environment. Check Settings, Connected apps, and look at the chip at the top right: Sandbox and Live each keep their own setting.
  • The Save button asks you to confirm it is you. A browser that signed in more than 15 minutes ago confirms with a passkey or a fresh sign-in link first. Only owners change the setting.
  • ChatGPT shows a card with Allow once, Always allow and Deny before a tool runs. That is ChatGPT's own permission prompt, and it appears once per tool. Choose Always allow to stop it for this plugin.
  • The approval expired before the send. An approval expires with its quote. Ask ChatGPT for a new quote and a new approval request.

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