Review what the AI agent heard

An AI agent with Update contact fields switched on writes to the contact’s card while it chats. It fills an empty field only with a detail the customer wrote themselves. Everything else becomes a suggestion, kept on the contact until you settle it.

A suggestion is waiting for one of 3 reasons: the field already held a value a person typed, the agent worked the value out rather than reading it, or the book has no field to put it in.

Find who has something waiting

To find them on Contacts:

1. Open Contacts and pick the book.
2. Read the line above the board or grid. It says how many contacts have AI suggestions to review.
3. Press Review to show only those contacts.
4. Press Show all to see the whole book again.

Each waiting contact carries a small count on its card, and beside its name on the grid. Review narrows both, and stays on when you open a contact and come back, so you can work down the list. Once nothing is left, the line disappears and the whole book shows again.

Settle a suggestion

Open the contact. The AI agent card sits under the contact’s details, with a count of the suggestions to settle.

Each suggestion shows the field and the value the agent heard, what the card says now, and where the value came from. A value in the customer’s own words shows their message in quotes. A value the agent worked out reads Not in their own words.

To settle one:

1. Press Use this to write the value onto the card.
2. Or press Dismiss to leave the card as it is.

Use this replaces what the card holds now. A dismissed value is never offered again, not even if the field is emptied later. The message after a Dismiss carries Undo. Press it before the message leaves the screen.

If you type the suggested value into the field yourself, the suggestion clears on its own.

Add a field for a detail with nowhere to go

A detail the book has no field for waits under Not recorded, with the customer’s words beside it.

1. Press Add Occupation field, or whichever name the detail carries.
2. Read the new field on the card, already filled in.

The button only appears when no field of that name exists. When one does, the line under the detail says why it didn’t fit, such as Birthday needs a date like 1985-03-14. Fix the value on the card yourself and press Dismiss.

Read what the agent wrote

Recorded by the agent lists the values it filled in, each with the message it read them from. It shows 3 and folds the rest behind Show all.

The Activity tab records every one of these with the agent’s name, so Plan set to Gold (by Sky) reads differently from a change you made. If you change one of those values, it leaves this list, and the agent won’t write over your value afterwards.

Note

A district admin sees the same suggestions on the contacts they manage and can settle them too.

FAQ

Why is a value waiting instead of on the card?

Because the field already held something a person typed, or because the agent worked the value out. “Teacher” from “I teach primary school” is a guess, and a guess never lands on a card unread.

Can I undo a Dismiss?

Yes, straight away. Press Undo in the message that follows, before it leaves the screen. After that the suggestion is gone for good.

Will the agent change something I typed?

No. It only fills empty fields, and it may correct a value it wrote itself that nobody has touched since. Anything over your value is a suggestion.

I pressed Use this and the card didn’t change.

The value is saved first and the suggestion settled second, so a failed save leaves the suggestion where it was and says why. Check the message, then try again.