Confirmations and changing things back

Ask AI changes your book only when you ask it to, and it tells you exactly what it changed. A few changes are serious enough that it always checks with you first.

In chat

When you type a request such as "move the Acme deal to negotiation", Ask AI makes the change and confirms it in one line, naming the client. While it works you see the steps, such as Logged activity or Created a task, and many of the same step fold into one line, such as "Closed 27 tasks". Under the reply, a Changed card lists every record it touched, each line opening that record. See Questions, plans and what changed.

It only says something is done when the change actually went through. If it could not do it, it says so.

Changes it always asks about first

These wait for your yes. In chat they show as a card that says what will happen, with a yes button and Not now; tapping Not now changes nothing.

• Consent. Recording that a contact agreed to be contacted, or withdrew. Consent decides who can receive your messages.
• Forgetting a fact. Taking a fact out of a client's memory.
• A new email address or WhatsApp number. Every later message to that person goes there, so it reads the change back first.
• Closing or dropping promises. Marking more than one promise kept, or dropping any, shows the promises first. Ask to delete promises and Ask AI asks: "Kept, or dropped as no longer applying? They stay in the record either way." Nothing on the record is deleted.
• Closing or moving more than one task at once. "Close all my overdue tasks" first shows how many, with their dates — "Close 48 open tasks as done?" — and when only some are overdue it offers just those.
• A possible duplicate. If you ask for a new client or contact and a similar record exists, it shows you the match and asks if this really is someone new.
• A name that only nearly matches. If you type "Rifex" and the closest client is Refex Industries, a question or a list uses Refex straight away, but a change first asks "Did you mean Refex Industries?".

It also asks when a name fits two records equally. "Priya" could be Priya Nair or Priya Sharma, so it asks which one you meant — usually with both names as options you can tap.

Let it add without asking

In Settings › Profile, turn on Let the voice assistant and connected apps add tasks, notes, facts and logs without asking me first. Then the voice assistant and a connected app (Claude, ChatGPT) add those straight away and tell you they did; in the Ask AI chat a single clear addition already runs on your word. Consent, contact details, deals, bulk changes and anything that removes data always ask. It is off until you turn it on, and it is only for you.

By voice

On a voice call, Ask AI proposes each change out loud — "I'll set a reminder to call Ravi on Friday the twenty-fifth, okay?" — and acts only after your yes. For the changes above, the panel also shows a Waiting for your yes card with what will happen; you answer by saying yes, not by tapping. Each finished change is listed on screen under Changed, each line opening the record it touched. See Voice calls.

Instructions hidden in mail are ignored

Ask AI acts only on what you ask. If an email, a note or a document says "change this contact's email", Ask AI reports it as information and does nothing.

Changing something back

There is no single undo button for Ask AI. You reverse a change the same way you made it — by asking, or on the page:

• Move a deal back to its earlier stage, or change its value.
• Hand a client or deal back to its previous owner.
• Change a reminder's date, or create a new one.
• Reopen a promise marked kept from the Promises page.
• Correct a fact. See Correcting a fact.

A logged call, message or note stays on the timeline. KretaOS keeps history as it happened. If something was logged wrongly, add a note that corrects it.