Assistant controls

Before you start

• You can sign in to Wealthie. Preferences are personal and apply only to your account.

Where to find it

• Approval cards appear in the assistant conversation: Dashboard → Ask Wealthie.
• Preferences: Settings → Preferences → Assistant approvals.
• Active organisation: the account menu at the bottom of the left sidebar → Switch organisation.

How approval cards work

• By default, every change the assistant wants to make raises an approval card. Nothing runs until you select Approve.
• Select Approve to run the change or Dismiss to decline it. The card then shows Approved or Dismissed.
• Each approval is single-use and expires after 10 minutes. An old card shows Expired — ask again.
• If an approved change fails, the card shows Approved — but it failed. Ask again to retry.

Confirmations that can never be turned off

• Emails to anyone who is not on the group's file, or emails with attachments.
• Workflow steps that contact the client.
• Completing a task that moves a workflow on.
• Once a chat has read emails, documents, notes, client records or attachments, every change asks first, except tasks, notes, interactions and scenario edits.

Draft documents

Choose which changes can run without asking

1. 1

   Step 1: Open Settings → Preferences → Assistant approvals

   Changes are grouped, for example Tasks & notes, Workflows, Scenarios, Email & signatures, Documents, Client record and Library.
2. 2

   Step 2: Turn on the changes you are comfortable with

   Choose which changes the assistant can make without asking. Off means it always asks first. Changes save as you go.
3. 3

   Step 3: Confirm higher-risk switches

   Items marked Sends to clients or Can't be undone ask you to confirm before they switch on, with a warning that text in emails and documents can try to trick the assistant.
4. 4

   Step 4: Reset if needed

   Select Reset to always ask to return every item to asking first.

Work in the right organisation

1. 1

   Step 1: Check the active organisation

   The account menu at the bottom of the left sidebar shows the organisation you are working in. The in-app assistant reads and changes records in that organisation only.
2. 2

   Step 2: Switch if needed

   Select Switch organisation and choose the organisation that holds the client.

What you should see

• Cards appear only for the changes you have left on Always ask, plus the confirmations that can never be turned off.
• The assistant names the organisation alongside each group it works on.

What is saved or sent

• Preferences are stored on your own account and do not carry over to colleagues.
• Approving a card runs that one change. Dismissing it runs nothing.
• The external Wealthie connector has its own confirmation behaviour. See Wealthie connector.

If something goes wrong

The assistant made a change I didn't expect

Check Settings → Preferences → Assistant approvals and turn that change back to Off, or select Reset to always ask. Then correct the record, or ask the assistant to undo it where an undo exists (for example, restoring a scenario version).

My preferences could not be loaded

Refresh the page. If a switch fails to save, the page shows the setting as it is actually stored, so check it again before relying on it.

The assistant cannot see a client

Switch to the organisation that holds the group. The in-app assistant does not read across organisations.