Staying in control

How Agiled AI asks before important changes, keeps invoices as drafts, and lets you stop work at any time.

Agiled AI does the legwork; you make the calls. Here is what it does on its own, what it asks you about, and how to stop it.

What Agiled AI won't do on its own

Send to clients. Sending an invoice, estimate or document always waits for your approval.
Send invoices or mark them paid. Invoices and estimates it prepares are saved as Draft, with a link for you to check and send. Recording a payment you received also waits for your approval.
Turn on workflows. A workflow it builds is saved as a draft. Publishing or starting a workflow waits for your approval.
See more than you can. It only uses what your role can open.

The same applies when you use Agiled from an AI assistant such as ChatGPT or Claude. See Connect AI assistants.

When Chat suggests an important change, it shows a card with the details. In Work, suggested changes are listed under Workspace changes.
Check who or what it affects: the client, the amount, the date and the wording.
Select Approve (or Approve change in Work) to go ahead, or Reject to skip it.
Open the record to see the result.

You're done when each change shows as approved or rejected, and the record shows what you expect.

In the worker's Advanced settings:

Read and prepare files only means it can look things up and make files, but never change anything.
Ask me before making changes means every change it suggests waits for your approval.
Workers made from a template start with more freedom: they add and update records, such as tasks, contacts, deals, tickets and draft invoices, without asking. To approve every change instead, open the worker, select Edit, choose Ask me before making changes and save.
Tools & access turns off areas a job doesn't need, such as Finance for a blog writer.

To stop a job, open it in Work and select Cancel assignment.
To stop a worker taking new work, set its Availability to Paused.
Cancelling or pausing doesn't undo changes you already approved. Open the record to change them back.