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  4. Reviewing and approving plans

Reviewing and approving plans

For larger tasks, Proto shows you the plan first. You implement it or ask for changes.

Proto guide 1 min read Article 1 of 3 in Reviewing & undoing Proto’s work

On this page

  1. When you’ll see a plan
  2. Your options
  3. Approving single actions

Reviewing & undoing Proto’s work

  1. Reviewing and approving plans
  2. Undoing changes and change history
  3. How Proto verifies its work

When you’ll see a plan

  • You asked Proto to plan first.
  • Proto switched to plan mode on its own before a larger implementation task.

Your options

ButtonUse it when
Implement planThe plan looks right. Proto starts work.
Request changesSomething needs adjusting. Describe it in the feedback box and click Send revision. Proto revises the plan and asks again.

Not ready to go ahead? Don’t implement the plan, and tell Proto what you’d like instead.

Approving single actions

Some individual actions, such as deletions or messages sent outside your organization, show their own approval card with Approve and Reject buttons, even while a plan is being implemented.

A plan waiting for approval: the plan on the right, the Review Plan card at bottom left
A plan waiting for approval: the plan on the right, the Review Plan card at bottom left
PreviousDeploying to build.host Next Undoing changes and change history

Related articles

Using plan mode In plan mode, Proto investigates first and presents a step-by-step plan.How permissions work Every action Proto takes goes through the same permission checks as an action you take yourself.

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In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

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