Let Zinley act on your behalf
Delegate a specific outcome while keeping the audience, authority, and evidence clear. Your agent can work through supported channels and tools, and return when it needs a decision.
Open it
On desktop or mobile, open Home → Chat. Review Settings → How your agent works before a new kind of delegated task. Follow ongoing work in Action Center → For you.
Write the handoff
- Name the result, not just a vague activity.
- Identify the person, account, source, or computer to use.
- State what may be sent, shared, changed, or spent.
- Give a deadline and timezone if relevant.
- Say what to return and when to ask you.
“Email the venue to ask whether Friday afternoon is available. Share the event size but not our budget. Do not reserve or pay. Bring back available times and the cancellation terms.”
The right connection, phone line, or computer must be ready. If the agent cannot reach the source, fix that capability instead of assuming a proposed plan was executed.
Review the proposal
Start with Ask me first. Inspect recipients, content, dates, attachments, and any cost. Use the correction or Change… action when offered and review the revised proposal. A changed plan is not automatically an approved plan.
Go ahead, then tell me is for work you have bounded well. Check-ins still ask before outward email, calls, and bookings. See Authority and approvals.
Check the result
A useful result tells you what happened, what failed, what was learned, and the next move. Open the source or History receipt. If the other person has not responded, agree on a follow-up time rather than calling the job done.
Change or stop the work
Continue in the same matter. Say exactly what changed and whether earlier permission is withdrawn. Use the offered stop or pause controls, then verify the updated state. Stopping future work does not recall an email or undo a booking already made.
Once a repeatable job is working, turn the method into a workflow or scheduled task and inspect the saved instructions.