Never change it, propose a change, or change it. Money, addresses and statuses always ask.
Payment termsCompany · AI
What AI may do
DefaultThe Agent changes it when you could; agents and workflows suggest a value someone approves.
Never change it
Propose a change
Change it
Always a card, whatever the rule:MoneyAddressesStatusesBank details
A property's AI tab, What AI may do, with its four choices: Default, where the Agent changes it when you could and agents and workflows suggest a value someone approves; Never change it; Propose a change; Change it.
Some acts always ask. Some are never its own.
Access, exports and anything public ask at any setting. Erasing a person or deciding an approval stays with people.
A card at any setting
Inviting a member
Changing a role
Sharing rules
A bulk export
A quote shared by link
Workflows
Industry packs
Never the Agent'sPeople do these in the app
Erasing a person's data
Deciding an approval
Creating API keys
Connecting a mailbox
Changing billing
Two lists. A card at any setting: inviting a member, changing a role, sharing rules, a bulk export, a quote shared by link, workflows and industry packs. Never the Agent's: erasing a person's data, deciding an approval, creating API keys, connecting a mailbox, changing billing.
Many changes, one review.
Approve them all, or one by one. Each shows the value before and after.
4 changes waiting for your approvalSome of these can't be undone.
Tidewell renewalStage: Proposal, then Negotiation
Brevio orderStage: Qualified, then Proposal
Arcwell renewalOwner: Omar Haddad, then Lena Ortiz
Windrose orderArchivedCan't be undone
Review one by oneApprove all 4
Four changes from one answer waiting for approval: two stages moved, an owner changed and a deal archived, each with its value before and after, the archive marked as one that cannot be undone, with Approve all 4 and Review one by one.
Every change, on the record.
What ran without a click and what you approved, each with Undo.
Updated Tidewell renewalNext step: Call on Thursdayran without a click
Created a taskSend the revised quote, due Thuyou approved
Archived Windrose orderRecoverable for 30 daysyou approved
Undo
The changes of one answer as the conversation lists them: an update that ran without a click, a task you approved, a record archived and recoverable for 30 days, and Undo for the answer.
Who decides how far.
The organization sets the ceiling. A role or a person can be narrower. Only the Owner changes it at first.
The organizationThe ceilingEdit and send
A roleMemberEdit records
A personDana WhitfieldAsk every time
The conversationThis chat onlyAsk every time
How much the Agent may do on its own, in four layers: the organization at Edit and send, the Member role at Edit records, one person at Ask every time, and the conversation's own chip.
Hired agents carry their own limits.
Each has its level and a budget per run. Members and teams have budgets too.
A hired agent with its level, Proposer, and its budget of 40 AI credits a run and 600 a month, beside the AI credit budgets of the Sales team and of one member.
Set it once. Read it back any time.
Choose the roles and the rules, and let the Agent work inside them.