Approving actions in connected appsComing soon
SoterAI can make changes in the apps you've connected, such as creating a Jira issue, sending a Slack message, or updating a Salesforce record. It never makes a change on its own: before every change, SoterAI stops and asks you to approve it in the chat.
How approval works
- 1Ask SoterAI to do something in a connected app, for example: “Create a Jira issue for the forklift near-miss we just discussed”.
- 2Before making the change, SoterAI shows an approval card in the chat and waits for your answer.
- 3Review the card, then click Approve to make the change or Deny to cancel it.
- 4SoterAI continues from your answer. If you approved, it confirms what it did. If you denied, nothing changes in the app, and SoterAI may suggest another way forward.
What the approval card shows
| Part of the card | What it tells you |
|---|---|
| App | The logo and name of the app SoterAI wants to change. |
| Action | What SoterAI is about to do, for example “Update opportunity”, together with the record it applies to when there is one. |
| Changes | The main details of the change, such as the new values of the fields it will update. |
| Details | Collapsed by default. Expand it to see everything SoterAI will send to the app. |
| Can't be undone | Shown on actions that can’t be reversed, such as deleting something. Check these carefully before you approve. |
After you decide
Once you've answered, the card shrinks to a single line that shows what happened:
- Approved: the change was made.
- Declined: you denied the request, and nothing changed.
- Expired: you sent a new message before answering, so the request was canceled and nothing changed. Ask SoterAI again if you still want the change.
- Failed: you approved, but the app didn't accept the change. SoterAI tells you what went wrong in its reply.
Several changes at once
If SoterAI needs to make more than one change in a single reply, each change gets its own approval card. Decide on each one. SoterAI continues once you've answered all of them.
Things to know
Every change needs your approval.
SoterAI can’t skip the approval step, and there’s no setting to approve changes automatically.
Only you can approve your requests.
Only the person who asked SoterAI to make the change can approve or deny it.
Changes are made with your account.
SoterAI acts in the app as you, so it can only do what your own account is allowed to do there.
Reading doesn’t need approval.
Searching and reading your data works as before, with no approval card.
Scheduled workflows ask too.
A scheduled workflow that needs to change something in a connected app waits for your approval before making the change.
What’s available depends on the app.
Each app supports its own set of actions. If SoterAI can’t do something in an app, it will tell you.