Approve the co-agent’s new notes
Check the notes waiting for your approval and use or forget each one.
Where to find it
AI agents › Co-agent › Awaiting you
Open this screen
Steps
- Open AI agents › Co-agent and choose the AI agent.
- Choose the Awaiting you tab.
- Read each note and who it Applies to.
- Press Use it to approve the note, or Forget to discard it.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Use it | Approves the note; it moves to In use. | — |
| Forget | Moves the note to Forgotten without using it. | — |
Tips
- Notes wait here only while Use new notes without asking me is off.
Good to know
- Only managers see the buttons on the notes; everyone can read them.
Related how-tos
- Co-agent Let an AI agent write down what it learns about each caller, and approve, correct or forget every note it keeps.
- Choose what the co-agent learns and shares Switch learning from calls on, and decide whether notes need your approval and who they are used for.
- Notes in use See the notes the co-agent uses now, and forget any that are wrong.
- Restore a forgotten note See the notes that were forgotten and bring one back into use.