Approve your AI employee's emails, CRM changes and meetings first
For business owners
With approvals on, your AI employee asks you before it sends an email, changes your CRM or books a meeting. You answer yes or no in one short reply, and it does exactly what you approved.
Early access: switched on for selected companies.
Why it matters
You keep the final word on what goes out in your company's name. Your AI employee still prepares the email or the change, so all you do is read it and answer.
- Before
- Your AI employee either sent emails and made changes on its own, or, where approval was required, could not make them at all.
- Now
- Your AI employee asks you one plain question, does exactly what you approved and tells you whether it went through.
What you get
- Where it applies: emails without attachments, changes in Pipedrive and Zendesk, and new, changed or deleted calendar events.
- One plain question: you see which AI employee wants to do what, with the full text of the email or the details of the change.
- Exactly what you approved: the email or the change runs as approved and only once. Anything that differs comes back as a new question.
- You see the outcome: after your yes, you see whether the action went through.
- Reading needs no approval: reading and research run without asking, and an action that cannot go through approval is not carried out.
- Kept on record: every yes and no is recorded with your own words, so you can check later what was approved.
How to use it
Early access: approvals are switched on for selected companies. The questions need an AI team with a lead AI employee: they go to the people your company names to decide, in their decisions conversation with the lead AI employee.
Get one plain question
When your AI employee wants to send an email, change a Pipedrive deal or a Zendesk ticket, or create, change or delete a calendar event, you get a question. It arrives in your decisions conversation with the lead AI employee, at the top of your direct messages, and says who wants to do what, with the full text and a number such as A7.
Answer with its number
Reply
A7 yesto approve orA7 noto decline, in the same conversation, on your computer or your phone.See the result
Your AI employee does exactly what you approved, once, and you see whether it went through. A change that differs in any detail comes back as a new question.
Review everything on one screen
On a computer, click + Add Panel and add Approvals & Contracts to see what waits for your answer and what you already decided.
Good to know
- An email with attachments, copies to other people or a reply inside an existing thread cannot go through approval yet, so it is not sent.
- Your yes on a Pipedrive, Zendesk or calendar change can be used once, within 7 days. A question nobody answers expires after 7 days.
- While a question waits for your answer, the same email or change is not asked about again.
- Requests your AI employee raises inside its own chat, such as a task's plan, are separate from these numbered questions: you answer them in that chat.
Updates to this feature
Your yes in a chat topic covers only what was asked there
A yes or no in a topic of your AI employee's chat decides only that topic's requests, and the main tab still decides all of them.
See what waits for your yes and what you decided, on one screen
One screen lists what waits for your answer and what you decided, with a clear status for each action.