Authority and approvals
Set how much Zinley may finish for you, then give each job a clear boundary. A connection makes work possible; it does not replace your instructions about what should happen.
Open it
On desktop and mobile, open Settings → How your agent works. Review pending proposals under Home → Action Center → For you.
Set the account behavior
- Open Settings → How your agent works. The row uses its name, such as How Nori works.
- Under When your agent is acting for you, choose the level you want.
- Check that the change saves before leaving.
| Choice | Use it when… |
|---|---|
| Ask me first | You want to review consequential proposals before Zinley proceeds. |
| Go ahead, then tell me | The job is predictable and you have already defined what it may finish. |
This setting covers work such as replying to an email thread, confirming an accepted time, or continuing after a question. Check-ins always ask before emailing, calling, or booking with other people, regardless of this choice. A workflow can also have its own Ask me first or Handle it boundary.
Give the smallest useful permission
Name the recipient, allowed action, material limits, and when to come back to you:
“Ask Maya whether Tuesday at 10 works. Do not create the event until I approve the final attendees and time.”
“Reply to this supplier with the approved delivery address. Do not accept a price change or share any other documents.”
A general setting is not a replacement for spending limits, private-data boundaries, or a deadline. Never use a trusted owner identity just to let an ordinary contact reach your agent; trusted numbers and emails carry much broader access.
Review a proposal
Open Action Center → For you and look under Needs you, or open the relevant Chat. Read the actual action, audience, dates, amounts, attachments, and explanation. Open the source or What happened when available.
Choose the action only when it matches your intention. If the card offers Change… or a reply field, give the correction first and review the updated plan. Use the refusal or dismissal action shown when you do not want it performed. Dismissing a card is not the same as undoing an action that already happened.
Verify what happened afterward
After you answer, the item can enter a working or waiting state. Open its result, sources, or History receipt. A failed action, an unavailable source, or an expired proposal needs attention; it is not a success.
An Undo control can retract a recent answer while offered. Once an external action is sent or completed, do not assume Undo can recall an email, cancel a booking, or reverse a payment. Ask for the specific corrective action and verify that result separately.
See the Action Center walkthrough for changing, following, and stopping work.