You will know how the confirmation card works.
Before you start
This needs the "Let the AI propose changes" permission and a database switch that has no screen, so it is normally off.
Steps
- If a card "The assistant proposes a change" appears, read the summary and the procedure path.
- Press Confirm to apply it as you, or Decline.
What you will see
The card disappears; confirmed changes are audited.
If something goes wrong
- It can only mark a CRM lead new or lost.
- Cards expire after 10 minutes and show only on this page, not in the side panel.
- The card shows the lead's id rather than its name.