Goal
Complete one supported business action through the AI assistant without giving up control of pricing, permissions, or customer communication.
Prerequisites
- Your plan and company AI operations quota allow the requested feature.
- Your role already has permission to perform the same action in the source screen.
- The relevant enquiry, booking, client, vehicle, driver, invoice, or email data is complete.
- You know the exact record and intended outcome.
Steps
- Open AI Assistant.
- Ask for one concrete outcome and identify the record. For example: "Assign driver Alex to booking BK-104 after checking conflicts."
- Read the assistant's interpretation, plan, and evidence cards. Confirm that the record, company, date, journey, person, and amount are the ones you intended.
- If the assistant needs missing data, provide verified facts or update the source record. Do not ask it to guess.
- Review any proposed change. Outbound communication and other sensitive actions normally require approval unless your company explicitly enabled that action for automatic execution.
- Approve only when the proposed action matches your instruction. Delete actions require explicit confirmation.
- For a quote, inspect the price breakdown. The assistant calls the deterministic pricing engine; it can help with the request and message, but it does not invent the commercial amount.
- After execution, open the source screen and verify the saved result. Check the booking assignment, quote timeline, sent message, task, invoice, or client record directly.
- If the result is wrong or incomplete, stop the workflow, correct the source data, and retry with a narrower instruction.
- Open Settings > Intelligence to review action policy, memory facts, and usage when you need to change the assistant's operating boundaries.
Expected result
The requested record changes only after the required approval, the result is visible in its source screen, and no price or customer-facing fact is accepted without verification.
Troubleshooting
- AI operations limit reached: review company usage and plan allowance. The action should not continue by silently bypassing the quota.
- The assistant cannot find a record: provide the exact reference and confirm that your role and active company can access it.
- The proposed action does not match the request: do not approve. Restate one outcome with explicit record IDs, dates, legs, and people.
- A send action is ready too quickly: review Settings > Intelligence for an explicit auto-action policy before assuming approval was skipped incorrectly.
- A quote amount looks wrong: inspect pricing inputs and breakdown in the enquiry. Do not ask the assistant to replace the engine's amount with a free-form price.
- A remembered fact is wrong: edit, delete, or withhold approval from the memory fact before starting another related action.