Skip to content
Milvao
Feature

Pick every match yourself before any member is asked

Turn it on and no member is asked until an operator picks from up to five ranked suggestions. Declines come back to your team instead of moving on.

How it works

Short answer: Approve each match is Milvao's introduction approval workflow. When the owner turns it on, no member is asked about a request until an operator opens it and picks someone from up to five ranked suggestions, each with its reasons. Milvao then sends the brief to that one member. A decline, or no reply within 48 hours, brings the request back to your team instead of moving on.

Key takeaways

  • It's an owner setting in Settings, Matching. Automatic stays the default until the owner changes it.
  • Every confirmed request waits under Requests, Needs you, with the reason Pick a member to ask.
  • Suggestions are ranked by the same rules as automatic matching and show why each member fits.
  • After a decline or no reply the request returns to you. At most 3 members are asked per request.

How the introduction approval workflow runs

The member's side doesn't change. What changes is that a person on your team makes every choice of who to ask.

  1. 1A member confirms the brief Milvao wrote from their message and chooses whether their number may be shared for this request.
  2. 2The request lands under Requests, Needs you, with the reason Pick a member to ask. Operators who turned on the alert hear about it by email or WhatsApp.
  3. 3An operator opens the request and reads Suggested members: up to five people who can be asked, best match first, each with short reasons.
  4. 4They click Offer to this member, check the summary in the dialog and click Send offer.
  5. 5The member gets the brief without anyone's name or number and has 48 hours to accept or decline.
  6. 6If they accept, both people receive each other's contact. If they decline or the 48 hours pass, the request comes back to Needs you for the next pick.

What the suggestions tell an operator

The list only ever contains members who could be asked right now: an active profile, introduction requests turned on, the right skill and the right city. Nobody else can be offered the request, even by hand.

  • Reasons in plain words beside each name, for example Specialises in commercial leasing or Serves Mohali.
  • A Refresh button that ranks the list again, useful after a member updates their profile.
  • A greyed-out button, with the reason above the list, when an offer is already out, the member hasn't confirmed the brief, 3 members have been asked or the request is closed.
  • When nobody fits, the reason, such as Nobody who offers this service serves this city, and two ways forward: broaden the brief or close the request.

Each offer is then marked Chosen by and the operator's name, so the team can see who decided. Members never see whether a person or Milvao picked them.

When approval suits a community better

SituationWhy approving each match helps
A small network where the organisers know every memberThey can weigh things the ranking can't see, such as who is travelling this month
The first weeks of a pilotThe team sees every request and learns what members ask for before letting Milvao act alone
High-stakes asks, such as investor or hiring introductionsA person checks each pairing before a member's time is spent
Busy communities with many requests a dayUsually better served by automatic matching, with the team stepping in only when needed

Switching the mode on or off

  1. 1The owner opens Settings and finds the Matching card.
  2. 2They choose Approve each match, or Automatic to switch back.
  3. 3They click Save change (Save choice the first time).
Settings, Workspace section: community name, time zone, matching mode and how profile questions are asked
Settings, Workspace: the matching mode choice (sample data)

Operators see the card read-only. Requests already in progress carry on as they are, and the change is written to the audit log with the old and new mode. A badge reading You approve matches appears on Overview, Requests and Introductions, so nobody on the team forgets which mode is on.

Rules that stay the same in both modes

  • The member confirms their brief before anyone is asked.
  • Only members who turned on introduction requests can be asked, and only once per request.
  • One member is asked at a time, at most 3 per request, and nobody gets more than 2 requests in 7 days.
  • Numbers are shared only after both people say yes, and both choices are checked again just before sending.

Sources

Facts about WhatsApp and other services come from the pages listed, on the dates shown, and can change.

FAQ

Questions about introduction approval workflow

No. Members see the same message either way. Only your team sees whether an offer was chosen by an operator or matched by Milvao.

The mode is set for the whole community. In automatic mode you get similar control on a single request by turning off its Automatic matching switch and choosing the member yourself.

Only the workspace owner, in Settings, Matching. Operators can see which mode is on but can't change it.

It waits under Needs you and nobody is asked. It also appears in the count of waiting requests in the daily summary email, so it is hard to miss.
30-day pilot

Make your first introductions this month

We connect your business number, set up join links for two or three of your groups and help your first members get introduced.

Talk to us