Chat auto-approval
Chat auto-approval in Zero lets you choose which CRM edits chat can make without asking, with undo on record changes and sends always kept manual.
Auto-approve CRM edits in chat, and undo them if you need to
Fewer approval clicks on routine edits. Sends stay in your hands.
What's new:
You can now choose which CRM edits Zero's chat can make without asking for approval each time.
Approving every field update makes sense on day one. By the fortieth contact it is just clicking. Auto-approval lets you decide where that line sits, per chat or for all your new chats.
What you can do:
Auto-approve per chat or for all new chats
Keep approving by hand, auto-approve in a single chat, or auto-approve for all your new chats.
Choose exactly which actions qualify
Switch actions on or off by group: companies, contacts, deals, notes and tasks, lists, and more. A mass update is something you opt into.
Undo what chat just did
Auto-approved changes appear in the conversation, and you can undo changes to companies, contacts, deals, notes and tasks.
Keep sends and larger changes manual
Some actions always ask, whichever mode you're in. That includes sending emails, Slack messages and LinkedIn connection requests, merging or importing records, and changes to pipelines.
Why this matters
Approval prompts protect you when you still read them. Removing them from routine edits means the prompts you do see are the ones that reach a customer or reshape your data.
FAQ
Can I choose which edits Zero's chat makes without asking?
Yes. You can auto-approve in a single chat or for all your new chats, and switch actions on or off by group.
Do I stay in control of emails sent from Zero's chat?
Yes. Sending emails always asks for approval, so you stay in control of every send.
Can I undo a change chat made automatically?
Yes. You can undo chat's changes to companies, contacts, deals, notes and tasks.
