Choosing what the assistant changes automatically
1. What an automatic change is
The assistant in the app suggests changes, and each one waits for you to approve it. An automatic change is one the assistant makes without waiting. It happens only for a kind of change your admin has allowed and you have chosen for yourself. Until both have said yes, every change waits for you.
2. Allow automatic changes for the workspace (owners and admins)
- Open the account menu, choose Administration, then Assistant autonomy under Automation.
- Set each kind of change you want to allow to Autonomous, and press Change.
- Set the line Kinds of change from our assistant to Autonomous as well.
This only allows it. Nothing changes automatically until a person picks the kinds they want, as in choose your own kinds.
To pause it for everyone at once, press Stop every automatic change under Every automatic change in the workspace. Each person's choices are kept, and come back when you press Allow automatic changes again.
3. Choose your own kinds
- Open Settings from the account menu, then Your automatic actions.
- Under You can let the assistant do these, press Make this automatic beside a kind of change, or Make every kind automatic for the whole section.
- Under Confirm first: money, dates and names, turn kinds on one at a time. A change to a deal's amount can be made automatic here, like a date or a name.
A kind your admin has not allowed shows An admin can allow this on Assistant autonomy in place of Make this automatic; an owner or admin allows it first.
What you turn on is listed under Done on its own now. Press Turn off beside a kind to have it wait for you again. Your choices apply to you only.
4. Turn a kind on as you approve
After you approve a suggestion, you may be asked Apply this kind of change automatically from now on? Press Yes, apply automatically, No thanks, or Choose in settings. If you said yes, Stop right after it takes it back. A card that keeps seeing the same approval may also offer Turn it on. Either way, you can change it later in Your automatic actions.
5. What always waits for a person
Some changes wait for a person whatever is set, because a mistake in them is hard or impossible to put right:
- anything sent outside the company, because a sent message cannot be called back
- deleting data
- changing who can see or do something, such as permissions and roles
- a change that can't be undone
- anything that needs a password or a sign-in only you can give
- a change that came from a stranger's text, such as an email someone sent you, because the assistant cannot tell whether that text can be trusted. This includes a deal's amount read from such a text, even when amounts are automatic for you.
Your automatic actions lists these under Always wait for you, each with its reason.
6. What stays on approval for now
Suggestions from reading your email, and changes from connected AI tools, still wait for approval, whatever is set here. A connected AI tool has its own setting on Connected AI tools (connect your AI tool).
7. See and undo an automatic change
Every automatic change is listed in the record's History, and appears under the bell (Notifications) marked Applied automatically. In the chat, the assistant says Done automatically. Where a change can be undone, it has an undo button that says how many records it puts back. Undoing an automatic change also turns that kind off for you, so it waits for you again until you turn it back on.