Skip to main content
By default, Ari stops and asks before it changes anything outside Salesfinity. You see exactly what will happen, and nothing runs until you click Approve. That means you can hand Ari real work, like CRM updates and follow-up emails, without worrying about what it does while you’re on the phone.

​
What Ari asks about

Ari doesn’t ask before it reads your data, drafts text that isn’t sent, or builds a list.

​
How an approval works

1

Ari pauses

Ari stops at the step that needs you. What it did before that step is done. Nothing after it happens yet.
2

You see an approval card

The card appears in your chat with Ari and on the Ari page. For an email, it shows who it goes to, the subject and the body. For a lookup, it shows how many people Ari will look up.
3

You decide

Approve lets Ari carry on with that step. Reject skips it. Ari then finishes what it can and tells you what it didn’t do, or asks what you’d like instead.
Approvals don’t expire. If you step away, the card waits on the Ari page until you decide.

​
Questions

Sometimes Ari needs a choice only you can make, like “Two contacts in your CRM have this email. Which one?” It asks you a question on a card, the same way. Answer it in the chat or on the Ari page, and Ari carries on.

​
Who can decide a card

The person Ari is working for can approve or reject the card. In Slack, a team admin can decide it too. You only see your own approvals on the Ari page.

​
Set what Ari may do on its own (admins)

Admins and the team owner can open Settings › Ari and find What Ari may do on its own. Each row is a kind of action. For each one, pick: The defaults: Enrich (paid credits) and Delete or remove can’t be set to On its own. Everyone else on the team can see the table but can’t change it.
If Ari shows you an approval card, the card is the final word: nothing happens until someone decides it. When in doubt, reject the card and tell Ari what you want instead.

​
Standing jobs and approvals

Jobs you hand to Ari from the Ari page always ask first. Each change waits for a card, sent to wherever the job reports and to the Ari page. Routines you make yourself on the Routines page have their own setting:
  • Read only (the default): Ari reads and reports, and changes nothing.
  • Ask me first: each change waits for your approval.
  • Auto approve: Ari makes every change on its own, including paid lookups and deletes.
Use Auto approve only for a routine you trust, with clear instructions about what it must not do. See Give Ari a standing job.

​
Next steps

Review what Ari did

Find every run, approval and question on the Ari page.

Give Ari a standing job

Let Ari run a job on a schedule or when a call is logged.