Does the Assistant take actions on its own, or does it ask first?

That is up to you. Set it at Settings → Virtual Assistant under How much it does on its own:

• *Draft only — Prepares it and waits — you open and send.*
• *Approve to send — One tap on the card sends it.*
• *Handle it — Acts without asking. Internal only.*

These can be set per category — Anything sent to a client, Internal email, Tasks (creating tasks, moving workflows along), and Communication (messages to you and your team).

The safe default is Always ask before any outbound action — nothing reaches a client without your approval.

When approval is needed, the assistant shows an approval card. Choose Approve or Reject, or Review and send for drafts.