Reading and giving an approval

When a shift reaches something a customer could see, or something that touches money, it stops and asks you. What it asks with is an approval card. You'll see it in the canvas of the chat workspace, inline in the conversation, and in the list of plans awaiting approval.

What the card shows

At the top, the name of the skill that produced it and a chip that says Needs you. Under that, the finding: what it noticed and why it matters. For a discount, that's the code, what it's doing today, and the rule it breaks; "SAVE20 has no end date and no usage limit, and two variants would sell below cost." For product copy, it's the product and what's thin or missing.

Then the change it proposes, shown as before and after. A discount reduced from 30% to 15%. A one-line supplier description beside the rewrite. Where the same run produced many changes, they're grouped by type and by risk: alt text and meta tags, which shoppers never see, are listed together and pre-selected; descriptions, which shoppers do see, are listed one at a time.

At the bottom, two buttons: Approve and Discard. Some cards also let you edit the draft in place before approving. If you edit, the edited version is what gets applied.

What Approve does

Approve writes the change to your store. A big batch may take a few minutes to finish. Each change is then recorded as made by that skill, with you as the person who approved it and the time you did. The card's chip changes to Approved with your name and the time.

What Discard does

Discard writes nothing. The draft is marked as rejected and kept, so you can see later what was proposed and that you said no. Your store doesn't change. Nothing is sent anywhere.

What happens after

Once everything in an approved card is applied, the shift finishes and its status reads applied. If the employee couldn't finish part of it, the card says which part and why, in plain words; for example, "We couldn't read costs for 12 products, so those discounts are flagged for you rather than corrected."

You don't have to answer straight away. A shift that's waiting for you keeps waiting, for hours or days, until you approve or discard.

Where to find the record

Every product, discount and collection it has touched shows who last changed it: a person, a skill, or your store platform. Open the item, and the record is there. The approved card itself stays in the plan list, with your name on it.

Who can approve

What a person can approve depends on their role. Owners and managers approve; staff can read what's been drafted but not approve it. See Roles and who can approve.