Approve what the assistant changes - Relaticle [AI assistant](https://relaticle.com/help/ai-assistant) Approve what the assistant changes ==================================== Every create, update, or delete the AI proposes waits for your review. Nothing is saved until you approve it. Updated November 6, 2026 When you ask the assistant to change something ("create a follow-up task for Acme", "move this deal to Negotiation", "delete these three notes"), it never writes to your CRM directly. It drafts the change as a proposal card where the message box was, and waits. Approve or discard it to keep chatting. ![A proposal card for "Create task Send updated proposal to Figma", listing its title, linked company and opportunity, status, due date and priority, with Discard and Approve buttons](/help-assets/ai-assistant/approve-what-the-assistant-changes-1.png) [](#the-proposal-card "Permalink")The proposal card --------------------------------------------------- The card lists every change as one line, with every value it sets. An update shows the old value struck through next to the new one. From there you can: - **Approve**. The button counts what it writes: **Approve**, or **Approve 3 changes** for several. A delete reads **Delete 2 tasks** in red. `⌘↵` approves from the keyboard, except for deletes, emails, invitations and overwrites, which always take a click. - **Edit a field first**. Click the pencil next to a value, correct it, then **Save**. Approve when the card looks right. - **Leave something out**. Hover a field, a line or a record and click its **×**. It stays on the card, struck through, with **Keep** to bring it back. Nothing is decided until you press **Approve**. - **Discard**. Nothing is written. The assistant can set any field you could set on the record's own form, including your workspace's custom fields, and every one appears on the card for review. [](#when-someone-changed-the-record-meanwhile "Permalink")When someone changed the record meanwhile --------------------------------------------------------------------------------------------------- If someone edits a field after the assistant proposed changing it, the card says who changed it, to what, and when. Approving then takes a click, never the keyboard shortcut. On a single update the button reads **Overwrite**. Leave that field out to keep their value (in a batch or plan, leave out that record), or discard the proposal. An edit to a field the proposal doesn't touch changes nothing. If the edit lands while the card is open, your first click shows the change instead of approving it. Click again once you've read it. [](#batches-and-plans "Permalink")Batches and plans --------------------------------------------------- One request can propose up to 25 records. "Add these five people from my meeting notes" arrives as one card that lists all five. Leave out the ones you don't want and approve the rest. Deletes work the same way. A request that needs several linked changes, such as a new company with a person and a task attached, arrives as one plan of up to 5 linked steps. A record the plan creates and another change links to is marked **new**. Leave out that record and the changes that link to it go with it; the card tells you which, with **Keep** to bring them back. You approve the plan once. [](#after-you-decide "Permalink")After you decide ------------------------------------------------- The card leaves and the conversation keeps a receipt: **Applied 3 changes**with one line per record, each linking to it. Anything you left out shows struck through. A discarded proposal leaves one grey line. The most recent one offers **Propose again**. [](#email "Permalink")Email --------------------------- An email is approved one at a time. Its card shows every recipient and the whole message, and its button reads **Send email**. A plan lists the email as "Then email …" and never sends it with the rest: once you approve the plan, the email gets the card to itself and waits for its own **Send email**. See [Use your email with an AI assistant](/help/email-and-calendar/use-your-email-with-an-ai-assistant). [](#invitations "Permalink")Invitations --------------------------------------- Inviting someone to your workspace emails them, so an invitation keeps its own button too: **Send invitation**. Approving a plan never sends it. [](#proposals-dont-wait-forever "Permalink")Proposals don't wait forever ------------------------------------------------------------------------ - While a proposal waits, the card takes the message box's place. Approve or discard it to keep chatting. - An untouched proposal expires after 24 hours and its line reads **expired**. If it is the most recent, **Propose again** gets a fresh card. - You can't regenerate an answer while its proposal is pending. Resolve the card first. [](#who-can-propose-what "Permalink")Who can propose what --------------------------------------------------------- The assistant acts with your permissions. Creating and editing custom field definitions from chat is owner-and-Admin territory, exactly like the **Custom Fields** page itself. For everyone else the assistant explains and links there instead. [ Edit this page on GitHub ](https://github.com/Relaticle/relaticle/edit/main/packages/Documentation/resources/content/help/ai-assistant/approve-what-the-assistant-changes.md) [ Ask a question in Discord ](https://relaticle.com/discord) [ Contact support ](https://relaticle.com/contact)