Before the assistant changes any data, it presents the planned steps for approval. This keeps you in control.
The approval flow
- The assistant shows what it wants to do under Review proposed actions.
- Review the preview of each action — for example, which people would be added to a list.
- Choose Approve or Decline. When there are several actions, you can use Approve all.
- After you confirm, the assistant runs the actions and reports the result back.
Notices to watch for
- Consent notice: When unlocking contacts, you confirm a legitimate business purpose.
- Credits notice: Enrichment can use additional credits.
- Expired actions: If proposals are stale, send a new message to continue.
Tips
- Review the preview carefully before approving actions that touch many records.
- Decline a proposal and rephrase your request if the result is not what you expected.
- Assistant usage is billed in credits — learn more in Assistant credits.
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