What’s in the sheet
| Section | Shows |
|---|---|
| Header | Customer name, avatar, role, and a link to open the full profile in a new tab. |
| Customer summary | The same AI Insights bullet that appears on the profile, plus the most recent activity. |
| Assessment | Verdict badge (Fraud Review) or pending reason (Pending Rewards), with the full breakdown the hover card shows. |
| Referral | The linked referral (referrer + referee) with the campaign and offer. |
| Activity timeline | Last few events from the customer’s timeline, scoped to this referral. |
| Footer | Approve and Decline buttons. |
Single-item vs multi-item
If you clicked a stacked row (e.g. “2 rewards”), the sheet opens in multi-item mode: every underlying item is listed, each with its own Approve / Decline. The footer also offers Approve all and Decline all to action the whole bundle.
Approve
Click Approve. For items flagged with a gaming score above the bulk-approval threshold (typically referee suspects from Fraud Review), a dialog appears with two options:- Approve and issue reward: clear them from the review queue and issue the reward now.
- Approve only: clear them from the review queue without issuing the reward. Use this if you want to confirm the customer is genuine but defer issuing the reward (or handle it separately).
Decline
Decline opens the standard decline dialog (note + silent / notify). See Pending Rewards → Declining a reward for the full breakdown.Keyboard
Esccloses the sheet.- Clicking outside the sheet closes it.
See also
- Pending Rewards. One of the two queues that opens this sheet.
- Fraud Review. The other.
- Customer profile. For deeper context than the sheet provides.