In Settings → Approval rules, each row sets how much rope the assistant gets for one kind of action: Handles it alone (does it, logs it), Handles it, tells you (does it and notifies you), Asks you first (drafts it and waits in Approvals), or Template only (sends a fixed message, never free-form). Pick a level for each row you can change, then press Save guardrails.
Two rows are locked on purpose: booking a follow-up after a call ends (always Asks you first), and the first text to a brand-new contact (Template only, carrier consent rules). Those locks protect you and your customers — they're not settings, and Trust & safety lists them too. Price questions aren't a row at all: your assistant never answers one — it takes the request for you.
Related
- Your assistant, at a glanceSee everything your assistant does from one page — its duties, what it knows, how it sounds, this month's allowance — and where to change any of it.
- Your InboxYour assistant's plain-English write-up of everything it handled — calls, voicemails, and your morning briefing — a two-minute morning read.
- Your calls and textsEvery call and text your assistant handled — each with its recording, full transcript, and outcome — plus how to filter to what matters.
Stuck? Write to a person.
Email support@conduitapp.ai — a real person reads every message. No ticket bots, no phone tree.