Approvals
Before the AI changes anything, it shows you what it is about to do. Nothing is saved until you approve.
The approval card
When you ask for a change ("create a customer Kilimanjaro Coffee", "add these 3 tasks to the office move"), the assistant shows a card with the action and its details: the record, the fields and values, the lines.
- Approve: the change is made, with your name on it, and the assistant gives you a link to it.
- Decline: nothing happens. The assistant says so and you can change your request.
What needs approval
| Needs approval | Instant |
|---|---|
| Create or update records, log a note, plan an activity, create a quotation, a request for quotation, tasks or a vendor bill | Search, count, group and read records; stock levels; financial figures; restock advice; project overviews; documentation search |
Changes are always made with your own rights: if you could not do it by hand, the AI cannot do it either.
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