Approve a proposal card
Read what Ask Adapt will do, then press Approve or Cancel. A card lasts 30 minutes and works once.
You will have a change either carried out or cancelled, knowing exactly what it would do first.
When you ask Adapt to change something, it does not do it. It prepares an approval card, and only your press makes it happen.
Steps
- Ask for the change, for example "Create a list called Sheffield accountants" or "Add info@marshkeel.example to my do not contact list".
- A card appears in the chat with a Needs approval pill. Read it:
- the title, such as "Archive the list ...",
- the exact details as label and value lines,
- any warnings, and how to undo it,
- the line "Nothing changes until you approve . this card lasts 30 minutes".
- Press Approve to go ahead, or Cancel to drop it.
- Watch the card. It shows "Doing it now", then Done with "Approved by you" and sometimes a button to open the result.
What you may see
| You press | Result |
|---|---|
| Approve | Done, or Not done if it did not go through. Nothing changed in that case. |
| Cancel | Cancelled. Nothing changed. |
| Nothing | After 30 minutes: "That card has expired, so nothing changed." |
A card works once and for your account only. Pressing Approve twice does nothing the second time: "That action has already been done."
Cards you lost
Cards you have not decided are held for 30 minutes. Ask "Show my approvals" in a new chat to see them again. Agent cards are listed on Agents, To review: see Approve what Engage prepared.
Costs
A reveal card shows its cost before you approve. See Exports and your monthly allowance.
What Adapt will not do even if you approve
It never deletes data, sends a message from chat, cancels a calendar event, or changes your password, API keys, plan, payment or sign-in email, or closes your account. See What Ask Adapt can and cannot do today.
What happens next
Every approved change is recorded in your organisation's audit log with ids and field names only.
If something goes wrong
If a card says Not done, read the reason on it and ask again. At most three cards come back for one answer. See Ask Adapt and voice problems, by message.