Questions
When SourceGeek needs more information, it asks with a Questions for you card. Pick an answer, choose Other… to write your own, and click Submit. You can also just reply in the chat.
Approvals
Before SourceGeek does something that changes data or reaches people outside SourceGeek, it shows an Approval required card with what it wants to do. For example:
- Sending an email or a message, or creating a draft, through a connected tool
- Creating, updating or moving a record in your ATS or CRM
- Creating, scheduling or changing an event
- Starting tasks in a project or setting a task to repeat
- Creating, pausing or resuming an automation
- Forgetting a memory or deleting company context
Choose:
- Approve: do it this once
- Approve for this chat: do it, and don’t ask again for this tool in this chat
- Decline: don’t do it
- Reply instead…: decline and tell SourceGeek what to do differently
Reading data, such as searching your inbox or looking up a candidate in your ATS, doesn’t ask for approval.
Who can answer
Only the person whose message led to the question or approval can answer it. In a shared chat, others see that it’s waiting. That’s also why SourceGeek only ever uses your own connectors for your messages.
How often SourceGeek asks
A workspace admin sets this under Settings → General → Agent approvals, “Approval for emails and other external actions”:
- Ask every time
- Ask once per chat (the default): after you approve a tool once in a chat, SourceGeek uses it again in that chat without asking
- Never ask (auto-approve)
With Ask once per chat, a few actions still ask every time, because one approval could cover more than you saw: changes on WordPress.com and payroll in Gusto.
Automations run unattended, so scheduled runs and Run now don’t ask for approval. Runs started by a webhook do, because their input comes from outside SourceGeek.
See what SourceGeek did
Everything SourceGeek changed through a connector is listed under Settings → Usage → Agent activity: what it did, whether it was approved, completed, declined or failed, and a link back to the chat. For changes in an ATS there is often a link to the record and a tip on how to undo it.