> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Questions and approvals

> How the agent asks for decisions, what each kind of card means, and how answers work when nobody is watching.

A good colleague asks before guessing. The agent has one way of asking you anything, and a small set of cards for the moments when it needs your go-ahead.

## Questions

When the agent needs a decision, it asks. A single request can carry **one to five questions**. Each question can offer **two to six suggested answers**, some allowing several choices, and you can always type your own.

What happens next depends on where the question is asked.

<Tabs>
  <Tab title="In a conversation with you">
    The turn **pauses**. The questions appear in the conversation. Answer them and the agent continues from where it stopped, in the same turn.
  </Tab>

  <Tab title="On a matter or an email conversation">
    Nobody may be watching, so the question is posted to the **timeline** and the item appears under **Needs attention** on the matter, or **Needs Action** in the Inbox. When someone answers, the answer starts a new turn and the agent carries on.

    A question can be answered once. If a colleague gets there first, you are told it is no longer open.
  </Tab>

  <Tab title="Fully unattended">
    Where no person could possibly answer, the agent does not stall. It proceeds on its best judgment and records the open point in its closing summary, so that a person can review the decision later.
  </Tab>
</Tabs>

## The cards you will see

| Card                                  | When it appears                                                                    | What you can do                                     |
| :------------------------------------ | :--------------------------------------------------------------------------------- | :-------------------------------------------------- |
| **The agent wants to do this**        | An action needs your go-ahead at your [permission level](/agent/permission-levels) | Approve · Always allow in this thread · Decline     |
| **Held for your approval**            | The safety review escalated a sensitive action                                     | Approve · Decline                                   |
| **The agent needs your approval**     | The action would give an outside party access, or act on your behalf externally    | Approve · Decline                                   |
| **Plan**                              | You are in Plan mode, or the agent proposed a plan for a large task                | Approve the plan, or say what to change             |
| **Populate: Needs your input**        | [Populate](/workflows/populate) has values ready for review                        | Review, answer, then **Populate**                   |
| **Reply proposed / Forward proposed** | The agent drafted an email                                                         | Edit · **Approve & send** · Dismiss                 |
| **Change proposed**                   | The agent suggests updating a record, with its reason                              | Approve · Dismiss                                   |
| **The browser needs you**             | A website needs you to sign in or solve a challenge                                | Open the browser tab · **Done — continue** · Cancel |

## What the agent did

After a turn, the conversation shows **what was touched**: documents, files, folders, matters, skills, Shared Spaces and projects, each with the action taken (*Edited*, *Renamed*, *Moved*, *Copied*, *Filed* or *Deleted*) and an **Open** button. If a turn touched many things, the first few are shown with *"+N more"*.

This is the quickest way to review a turn. Open each item and check it.

## Tips

* **Answer with reasons.** *"Use the 2023 valuation, because the 2024 one was disputed"* helps the agent with the next decision too.
* **Decline is not failure.** Declining an action tells the agent that path is closed. It will propose another, or ask.
* **Dismiss what is stale.** An old draft or question that no longer matters should be dismissed, so that Needs Action reflects reality.