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One rule decides whether the AI Assistant asks before changing your workspace. It is your spend threshold, under Spending, and the changes you allow without asking.
The AI Assistant settings pane, with a Spending card holding an Ask before spending field followed by credits or more, then What the AI Assistant may do without asking, with a line naming what is allowed, a search box, and shut groups such as Find leads and Tables under the heading Leads and tables.

The AI Assistant pane, in Settings.

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Set the spend threshold

On AI Assistant, under Spending, the line Ask before spending holds a number in whole credits, followed by credits or more. Type a number and press Enter, or click away, to save it. Any change that could cost that number or more waits for Approve, even one allowed below, and agents follow it too. Free work never counts as a spend. A table’s column run asks you to confirm at the same number.

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Allow changes without asking

Under What the AI Assistant may do without asking, the Allowed line lists what is allowed now. Click one to jump to its switch, or to Take back for an action allowed on its own. Groups are listed under Leads and tables, Outreach, Agents, and Workspace. Each starts shut and shows how many of its actions are allowed, if any. Click one to open it. Each switch is one kind of change, worded as its card, such as Add a column. On, it applies as soon as proposed. Everything else waits on a card for Approve or Dismiss. New conversations start with this list. On a card, the arrow beside Approve allows that kind of change for this conversation, for you in this workspace, or for everybody in it. Take one back from Allowed in the conversation’s header. Some changes always ask, whatever the switches say.

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Good to know

The rest of the group’s actions. It is named for the group, such as Everything else in Columns, and lists those actions right under it, each ticked when it is allowed. In Integrations, Sequence messages, and Notifications it covers one action, so it is named after that action and lists nothing. Account and Senders have only this switch, such as Everything in Account, and Files has none. Reading is not on the list, because reading is always allowed and never spends.
Type its name in the search box above the groups. The groups holding a match open, showing only what matches.
A change that can never be allowed has no switch in the AI Assistant’s list. Under What agents in tables may do without asking it reads Always asks where its switch would be, like pushing rows to a connected tool. Adding contacts to a sequence reads Asks when the sequence is running: allowed, it still asks whenever the sequence is live.These changes wait for Approve every time, even when the switch that covers them is on:
  • Sending anything.
  • Removing anything, including an AI column’s outputs or an entry on the do-not-contact list.
  • Stopping contacts in a sequence, or adding contacts to one that is running.
  • Loosening what waits for a person: a sender’s send mode, resuming a paused sender, LinkedIn steps set to run automatically, or a sequence’s approval set to follow the sender.
  • Letting an agent act without asking.
  • Rewriting your business context from your website, or rewriting a reference document’s summary.
  • Disconnecting a connected tool.
An allowed action marked Sometimes asks runs without asking, except for the calls that remove, replace, or stop something.A card for any of these never offers to allow the change for longer.
Under Find leads, each search is named for the new table it adds, such as New table of people. People and companies have a switch each, and the group’s last switch covers the searches listed under it. A search on a buying signal is never covered by that switch: each has a switch of its own, on only once you allow it, here or from a card.A few actions in other groups work the same way, each with a switch of its own beside the group’s last switch.
You allowed it for everybody from the arrow beside a card’s Approve, while the switch that covers its group is off. It runs without asking until you click Take back under it.
Each change, as it is now and as it will be. Open What changes on the card to read them under Now and Proposed.An edit changes only what you asked for, and everything you did not mention stays as it is. Before this, an edit could switch off or reset a setting nobody had named.
It was raised before the AI Assistant changed how it carries out that kind of change, so approving it now would do something the card never showed. It was closed with a note asking you to ask again, and the new card says exactly what changes.
No. It cannot change the threshold or these lists. Change them on this page, or allow one kind of change for longer from the arrow beside a card’s Approve.
Not from the card. A change it made is an ordinary change afterwards, so you undo it where you would undo your own: delete the column from its header menu, remove the contacts from the sequence, move the table to Trash. Credits already spent stay on your usage either way, so approve a priced card only when you want the work.
The confirmation before an expensive column run uses the same threshold, so one number decides when a person is asked, whether the assistant or you started the work.
Yes. What agents in tables may do without asking, at the bottom of this page, sets the defaults for agents running in a table. An agent’s editor has a Workspace actions section with the same switches, starting from those defaults. Use workspace defaults hands the list back, so a change here reaches every agent that never set its own.The AI Assistant can change an agent’s list when you ask, and that change always waits for your Approve.
Anyone in the workspace. A change reaches every conversation and agent that follows the defaults straight away.

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Next steps

Chat

Ask for a change and watch it arrive as a card.

Run columns

How a run is priced, held, and confirmed before it starts.