Review & confirm AI actions

The AI assistant in Univents can do more than answer questions, it can also carry out real actions, such as sending a document or recording a payment. So that nothing happens without your approval, it asks first via a confirmation card for anything that changes data or goes out to the outside world.

Why the assistant asks first

Read-only tasks, such as "show me the open quotes", the assistant carries out right away. But as soon as an action changes or sends something, it inserts a safety step beforehand. You then see a color-highlighted card with the heading Confirmation required and a short, plain-language note about exactly what would happen, for example which document goes to which address. The action is only actually started once you approve it. That way you stay in control of every step that has an outward effect or involves money and receipts.

Understanding the confirmation card

The card is split into three parts so you can decide in seconds:

1. Confirmation required as the title line with a warning symbol, so the card catches your eye immediately.
2. A one-sentence summary that describes in plain language what the assistant intends to do.
3. A detail block with the concrete values as label-value pairs, such as recipient, amount, or document number.

Read the summary and the detail values carefully above all, because they show exactly what will be carried out after your approval. If something isn't right, cancel and rephrase your instruction in the chat.

Confirm or cancel

There are two buttons at the bottom of the card. Here's how to proceed:

1. Review the summary and details of the action.
2. Click Confirm if everything looks right. The assistant then carries out the action.
3. Click Cancel if something is off or you've changed your mind. Nothing happens, and you can re-enter your instruction afterwards.

As soon as the card opens, the focus is on Confirm right away. You can also cancel the action with the Escape key without moving the mouse pointer. A card you leave open for too long can expire. The note "Confirmation expired — please re-enter" then appears, along with the Try again option.

Which actions need approval

The assistant requires a confirmation for all tools that change data or send something. These currently include, among others:

• Document sent for sending a financial document such as a quote or invoice.
• Payment recorded for entering an incoming payment.
• Mail draft created for preparing a customer or follow-up email.
• Notification sent for sending a bulk notification.

After your approval, the card collapses into a compact success line with a green checkmark, the action name, and the time. Using Details you can expand it again at any time and see the full values as a record. Cancelled actions also remain as an entry.

How to recognize running tools

While the assistant is working, it shows small status pills in the chat that let you read off the progress of each tool:

• A pill with a spinning symbol and a tool icon means the action is currently running.
• A green checkmark shows that the tool finished successfully.
• A red cross signals an error. Hover over the pill to read the error message, and click Try again to repeat the step.

This way you can always see whether the assistant is still working, has finished, or whether something went wrong.

Tips

• Always read the summary first before you press Confirm. It's the one-sentence safety check.
• When in doubt, Cancel and phrase the instruction more precisely. A cancelled action does no harm.
• Use the Escape key to cancel quickly if a card appears unexpectedly.
• Expand confirmed cards again via Details when you later want to retrace exactly what was carried out.