Deciding an item
On this page
Who decides
Only a person who is signed in on the web or in the app decides. A business key, a program connected by a person's consent and the assistant itself cannot, because the permission for the assistant is given by a person.
The first decision stands for everyone who sees the item. The same person repeating it gets the same answer, and another decision on a closed item is refused. If someone has already dealt with the item, the sheet says "This is no longer waiting: someone already dealt with it".
Allow or Don't
An item of an action shows What the assistant will do, in order, and the choice:
- Allow carries out the actions.
- Don't carries out nothing. The item moves to Already decided as not allowed.
In the app the item opens a sheet from Waiting for you. When the assistant asks in a conversation, the decision card there has Allow. An action that deletes something for good asks twice: "Delete for good? It can't be brought back."
Why the assistant asks
The item says why, in one line, by the kind of the action:
- An action that cannot be undone is confirmed twice.
- An action that reaches outside Talemo, and an action that gives someone access, are always asked about.
- Changes to the knowledge are always asked about, because clients get answers from it.
- An action that changes many records at once, such as days of a schedule or a group of contacts, is asked about even when the person chose to be asked only about what matters.
- Other actions are asked about when the person chose that the assistant asks about every action (see Assistant mode).
The online admin has a short list of its own. It cannot, for example, cancel a visit by itself and only asks.
What happens after Allow
The assistant carries out the same actions with the same values. Before that Talemo shows them again and compares: if the free time or the visit changed while the item waited, nothing is done. The item says how it ended:
- "Done." or "The assistant is doing it." while it runs.
- "Not done: things changed while it waited. Ask the assistant again."
- "It isn't known whether it was done: the assistant stopped halfway. Check it."
An action that was carried out before a later one failed is not undone.
When the person has no right
Talemo checks each action of the item under the rights of the person who decides. When one of them is not allowed, the person sees "You don't have access to this action. Someone who has access can allow it", the item stays open, and nothing is carried out. The allowed actions run with the rights of the person who allowed them, within what the assistant was given.
Other items
Handoffs, cases and notices have no decision (see Kinds of items). A draft reply is decided with Send, Edit or Don't send (see Draft replies of the online admin).