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User Manual · Chapter 2 — Business intelligence: cockpits, dashboards, and the AI assistants

2.12 The Action Assistant — proposals that act, with your confirmation

Ask AI (§2.13) can only tell you things. The Action Assistant is the other half of the assistant: it can prepare work — and then it stops, and waits for a person. It lives at Business Intelligence → Action Agent, it exists only when your company has the AI analyst switched on (0.6), and only for users whose role carries the Action Agent permission.

The shape of everything it does is the same: someone (or something, like a cockpit finding) proposes an action with its details filled in; the proposal waits in a queue; an authorized person opens it, sees exactly what it will touch, and confirms or rejects it. Nothing bypasses that shape — there is no setting, no permission and no clever phrasing that turns a proposal into a direct action.

Snapshot: portal-v0-2026-11-10