Review and approve plans

Action plans are worked on by owner groups. Each plan starts as a draft, the group reviews and adjusts it (by hand or by talking with the AI agent), and an administrator approves it to close the loop.

​

Module home

When you open Action plans you see a summary panel organized by groups, with a search box, tracker filters, and a period bar (Day, Week, Month, Year, or Historical). The summary cards show the group with the most plans sent and the period totals: plans created, to review, approved, and sent.

​

Group detail

When you enter a group you see the table of its plans, filterable by status, source, and priority, with a search box by title or summary. At the top you see the metrics of analyzed comments for the period, split into opportunities and recognitions.

​

Plan detail

A plan’s view has the group chat on the left and two tabs on the right: Current plan and History. The available actions depend on the status:

• In draft: Cancel and Approve.
• In approved: Edit and Send (to an external tool or to woku’s internal management).
• In send error: Edit and Resend.
• In progress (internal management): the task board and Close plan.
• Completed: read-only view with Reopen.

The Current plan tab shows the summary, the goal, and the expected impact, along with three metrics: Opportunities, Recognitions, and Analyzed comments. It also includes:

• Customer quotes with the View comments button, which opens a panel to browse the real comments in the plan’s evidence, filterable by source and by type.
• Detected patterns, with their number of mentions.
• The group’s conditions with which the evidence was frozen.
• The analyzed sources and the plan’s task list.

While the plan is in draft, any member of the group can edit a task’s text directly in the list (maximum 160 characters). In a plan under internal management, members also move the tasks across the board, assign them to people in the group, and add or remove tasks.

​

Chat with Woku

The chat is a group conversation between the members and the AI agent. Messages are posted instantly and the agent responds asynchronously: its answer arrives in real time to all participants. The agent queries real data from the plan’s frozen scope, by source (Wokus, NPS, CSAT, or CES). When you ask for a change and confirm it, it applies the change directly to the plan: title, summary, goal, impact, priority, or the task list. Every change is recorded in the history.

​

Statuses

A plan goes through these statuses:

• To review: draft under group review.
• Approved: ready to be sent.
• Sent: created in the external tool.
• In progress: under internal management inside woku.
• Completed: internal management closed.
• Cancelled: discarded.
• Send error: the send failed and can be retried.

Approving, cancelling, reopening, closing, and resuming a plan are actions of the group administrators. Reopening returns an approved plan or one with a send error to the draft status; resuming returns a completed plan to the in progress status.

​

Closing the plan

When approving a plan, an administrator chooses the destination:

• External tool: when the company has a work management tool connected, the approved plan is sent to that tool. Sent plans open a read-only view with a button to open it in the destination tool, its metrics, and the tasks sent.
• Management in woku: the plan is worked on inside the platform. It moves to In progress and the group manages its tasks on a board with columns To do, In progress, and Done, with owners per task. When the work is finished, an administrator closes the plan and it becomes Completed; they can resume it if needed.

A plan also closes its loop when it is cancelled to discard it.

​

History

The History tab shows the plan’s timeline: AI generation, evidence added, tasks edited, sections updated, approval, cancellation, reopening, sending, and send errors, start of internal management, and closing of the plan.