Change proposals
Ändringsförslag is a queue of edits that have been *suggested* rather than made. Nothing in it has touched your data yet.
Proposals come from AI — Dealy, or an external assistant working through the connection — when something is confident enough to propose but consequential enough that a person should look: Föreslå CRM-ändringar som en människa ska godkänna
- 1Open Ändringsförslag.
- 2Read what each one would change: which record, which fields, from what to what.
- 3Approve it, and it is applied. Reject it, and nothing happens.
Read the before-and-after, not the summary. A proposal that says "corrects the contact details" is easy to wave through; the diff is where you notice it is about to overwrite a phone number somebody entered by hand last week.
Rejecting is not rude and costs nothing. The proposal disappears and the record is untouched. A queue you approve without reading is worse than no queue.
Work it regularly. Proposals age badly — a suggested change to a deal that has since closed is no longer a good idea, and a long queue is one that stops being read at all.
Where this sits among the safeguards:
- Dealy asking permission mid-conversation, and undoing what he just did: Approving and undoing what Dealy does
- What an external assistant already did, with an undo: See what an external AI assistant did
- What such an assistant is allowed to do at all: Connect an AI assistant to your CRM
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