AI Action Center
Goal
Review and approve or reject pending AI action proposals that came from captured interactions — before BlueMatrix creates quotes, tasks, calendar events, or entity links.
Who it is for
Reviewers with action.review. Opening the related interaction also needs interaction.view / manage as applicable. Executing an approved action still requires the domain permission (e.g. sales manage for quotes, calendar.manage for events).
Preconditions
- Module ai_assistant enabled.
- Proposals exist in status pending_review (usually after Interactions capture + analysis).
- Blocking validation issues (missing party, lines, prices, dates, permissions, modules) should be resolved on the interaction review screen before approve succeeds cleanly.
Steps
- Open AI → AI Action Center.
- Browse the paginated list of pending proposals: action type, interaction subject/summary, created time, risk level, status, and any blocking issue count.
- Click a row to open Review interaction for that proposal’s interaction.
- On review: confirm entity matches, fix payload fields if needed, then Approve, Approve & send quote (when applicable), or Reject (optional reason). Use Approve all when every proposal is ready.
- Use the Interactions shortcut on the Action Center to capture or find source conversations.
Result
Lifecycle: pending_review → approved → executed (or failed); or rejected / cancelled. Successful execution creates the intended records (draft quote, task, calendar event, link). Outcomes appear on the interaction review with links to open created records.
Hard stops
- Resolve blocking issues before approving — UI blocks approve when validation
blockingkeys remain (party, lines, unit price, quantity, currency, permission, title, starts_at, subject, module, entity, …). - Action not pending / unknown action type →
ai.action_not_pending/ai.unknown_action. - Missing domain permission or disabled module → approve may succeed as record but execution fails, or approve is refused.
- High-risk proposals still need human confirmation — AI never auto-posts.