Review, approve and undo AI actions

Mesy AI (the Chat item in the sidebar) can add and change records for you, and write emails. A record is one entry in Mesy, such as one customer, one company or one deal.

Depending on what your admin allows, Mesy AI either asks first or makes the change straight away. Many changes it makes straight away can be undone (see Undo a change Mesy AI made). When it asks, it shows a confirm card: a box listing the change. Nothing happens until you confirm.

Confirm changes Mesy AI prepares

When Mesy AI prepares changes, a card headed Review changes appears above the message box. Each row is one change. Its tag says what it does: Create, Update, Delete, Link or Run. Run is any other action, such as creating a task.

To confirm the changes:

1. Check each row. A row that creates a calendar event shows When, Where (if there’s a place) and Calendar, and who gets an invite email.
2. Untick any row you want to leave out.
3. To change a value, click the arrow at the end of the row.
4. Edit the field. On an Update row, the old value shows under “was:”.
5. Click Confirm. The button counts the ticked rows, for example Confirm 3 changes. Mesy shows “Applied 3 changes”, the heading changes to Changes applied, and each row shows its result, such as “created”.

Rows you left out show “skipped”.

To cancel all the changes, click Discard. Mesy shows “Discarded” and also removes the card from the Approvals page.

To put a card aside without deciding, click the cross at its top. It folds into a line reading “3 staged changes · review”. Click that line to open the card again.

If you send Mesy AI a new message, the card closes in the chat without applying anything. It still waits on the Approvals page, where Review in chat opens it again. If Mesy AI prepares a new card in its reply, the new card replaces the old one.

Use a record you already have

When a Create row looks like a record you already have, the row lists the matches under “1 possible match”. Then:

• To use the record you already have, click Use this one. The row reads “Using existing Priya Nair instead”. The card’s other rows now link to that record.
• To keep the new record, click Create new anyway.

If you change your mind after Use this one, click Create new instead on the row.

The matches may also arrive in a separate card headed Possible duplicate, with the same buttons. Your choice goes to Mesy AI as a message, and it carries on from there. It asks first or acts straight away, depending on the level your admin set (see Find out when Mesy AI asks first). To merge records instead, see Find and merge duplicates.

Send an email Mesy AI wrote

Mesy AI asks before it sends any email. It shows a card headed Review before sending, with To, Cc, Subject and the message.

To send the email:

1. Read the email.
2. Click Send. Mesy sends it from your connected mailbox, and the heading changes to Email sent.

To drop the email instead, click Discard.

Review a workflow Mesy AI drafted

A workflow is a rule that does routine work for you, such as creating a task when a deal goes quiet. When Mesy AI drafts one, the chat shows Review workflow draft. Click it to open the draft. If the draft has problems, the button says how many, such as “2 issues to resolve”.

Work through the Approvals page

Click Approvals in the sidebar. The number beside it counts the cards waiting for you.

The Needs me column lists every waiting card. Cards are grouped by where they came from, such as Email, Workflows, Telegram or Co-pilot (your chats with Mesy AI on the web).

app.mesy.ai/approvals

Needs me

Email

1

Rachel Tan · Quote for kitchen renovationIncoming→ 2 records

SkipApprove

Rachel Tan · Quote for kitchen renovation

Change setIncoming→ 2 records

SkipApprove

A card from an email on the Approvals page, ready to approve or skip.

What you click depends on the card:

• A card from a chat with Mesy AI on the web shows Review in chat. It opens the chat at that card.
• A card from an email shows Skip and Approve. Approve applies every change in the card at once, such as adding a contact or linking the email to a record.
• Other cards, such as changes a workflow suggests or a card from Telegram, open when you click them. They work like the Review changes card above.
• An email draft reads “Workflow email · review and send below”, or “Draft email · review and send below” if it didn’t come from a workflow. Click it, then click Send or Discard.
• A campaign launch opens when you click it and shows Approve & send. A card for marketing messages Mesy held back shows Approve & release. Click it to let them go out. See The Marketing page.

To choose which rows of a card from an email to keep, click the card to open it. Click Skip on any row you don’t want (click Undo to bring it back), then click Approve 2 records at the bottom. Clicking Approve on one row applies only that row and skips all the others. Skip all closes the card without applying anything.

If a required field is empty, the card shows Review instead of Approve, so you can fill it in first.

To remove a card without acting on it, click Skip on a card from an email, or the cross on the right of any other card. It moves to History as Closed without executing.

If business cards or files are waiting for you, a line such as “2 captures need review” opens them on the Files page.

To see how Mesy turns emails, business cards and chats into cards, see Capture into the CRM. You can also approve cards inside Telegram, WhatsApp or Teams. See Approve AI actions from a chat app.

See what Mesy AI did for you

The Done for me column shows Mesy AI’s recent work:

• How many email suggestions you accepted (“linked this week”) and dismissed (“dismissed this week”) this week. A suggestion is Mesy offering to put an email on a customer’s record.
• The latest changes Mesy AI made for you, under Recent AI actions. Click All AI changes to see them all.
• Under Linked emails, the emails you put on a record from a Mesy suggestion in the last seven days.
• The cards you’ve dealt with, under History. Click History to open the list.

In History, a card you approved reads Approved. A card you skipped, discarded or closed, or that a newer card replaced, reads Closed without executing. If the mailbox a card came from is disconnected, the card reads Skipped, with that reason.

Undo a change Mesy AI made

When Mesy AI makes a change without a card, the chat shows a line such as Created, Updated or Completed task, with an Undo button. To undo the change, click Undo. The line now reads Undone, and the record or task is back as it was.

To undo one change you confirmed on a Changes applied card, click Undo beside its row. The row’s result changes to “reverted”, and Mesy shows “Reverted”.

You can undo these changes:

• creating, updating, deleting or restoring a record, and deleting many records at once
• creating, updating or completing a task
• updating or deleting a note

Anything else can’t be undone. That includes updating many records at once, linking an email or record, merges, tags, files, products added to a deal, calendar events and sent emails.

Only the note’s author or an admin can undo a change to a note. For a note set to Only me, only its author can.

To undo a change later:

1. On the Approvals page, click All AI changes.
2. Click Revert on the change. The button changes to Reverted, and the change is undone.

Members can revert changes to records they own or created. Managers and admins can revert any change. For the whole team’s history, see See who changed what.

Find out when Mesy AI asks first

Your admin decides, for each area such as email and calendar, how much Mesy AI may do without asking. Even at the highest level, it asks before it sends an email, invites a member, changes someone’s role, merges records or creates a calendar event. See Decide what Mesy AI may do on its own.

If something doesn’t work

• The Needs me column reads “Nothing needs you right now.”: no cards are waiting for you.
• A banner on the Approvals page says auto-linking is paused: your workspace reached its daily or monthly AI limit. A daily pause ends the next day. For the monthly limit, ask your admin.
• The Confirm button is greyed out: a ticked row is missing a required field. The card says so, for example “Fill in Phone to confirm”. Open the row and fill the field in, or untick the row.
• Some rows didn’t apply: Mesy shows “Applied 2 of 3. See the card for what didn’t”. Each of those rows says why.
• Undo fails with “Couldn’t revert. It changed since the AI touched it”: someone edited the item after Mesy AI did, so Mesy keeps their edit. On a Changes applied card, the row shows the same reason.
• Mesy shows “Delivery status is unknown. Mesy did not retry, to avoid sending a duplicate.”: Mesy can’t tell whether the email went out. Check the Sent folder of your mailbox before you send it again.
• The Approvals page says “Email linking is off, so suggestions won’t arrive.” Ask your admin to set Email linking to Suggest on the Models tab of Admin. See Choose whether Mesy suggests email links.
• A card says “This workflow was disabled after staging this proposal.” You can still confirm it, and the change goes ahead. See Watch workflow runs and fix a paused workflow.