When the assistant proposes a change, a new workflow, a CRM field, a data-object tweak, it shows up as a card in the chat with Approve and Reject buttons. Nothing happens to your account until you approve.

What you might be asked to approve

• Create Workflow, a full draft the assistant built based on your description. You can preview the flow before approving.
• Modify Workflow, added, removed, or reconfigured nodes in an existing workflow. A diff view shows you what changes.
• Publish Workflow, move the current draft into production.
• Create CRM Fields, add new custom fields to contacts, companies, or deals.
• Delete CRM Field, remove a field you no longer need. Non-reversible, so the assistant asks for explicit approval.
• Modify Data Object, add fields to one of your custom data objects.

Undo

After you approve a change, you still have a short window to undo it. The chat shows an Undo button that reverses the last approved action.

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