Modes
Choosing a mode
On Pro, Business and Enterprise the assistant can make changes. The mode decides which of
those changes it makes straight away and which wait for you. Pick it from the mode menu next to
the message box, or type /mode (see Slash Commands).
| Mode | In the menu | What runs without asking |
|---|---|---|
| Ask first (default) | Ask before acting | Nothing. Every change waits for your approval. |
| Accept edits | Accept edits | Creating and updating records, such as adding an expense line, logging time or submitting a timesheet. Approvals, sending and deleting still ask. |
| Auto | Auto | Every change, except deletions and other high-risk actions, which still ask. |
| Plan | Plan | Nothing. It is read-only: it looks things up and lays out the steps, and changes nothing. |
The mode is applied by BookYourPTO itself, not by the assistant, so the assistant cannot decide to skip it. Signing out puts the mode back to Ask first for the next person on that browser.
On the Free plan the assistant answers questions only, so there is no mode to choose.
The approval card
When a change needs your approval, the assistant shows a card with a plain description of what it is about to do and the details that matter (the dates, the amount, the people). Choose Confirm to make the change or Cancel to drop it. Nothing changes until you confirm.
When a request is clear, the assistant goes straight to the card in Ask first, or makes the change in Accept edits and Auto, rather than first asking "shall I go ahead?". It still asks a short question when something is missing, such as which dates.
What counts as an edit
In Accept edits, a change runs without asking when it creates, adds, updates, sets, logs, records, submits, requests, uploads or books something, or clocks you in or out.
It still asks when the change sends, approves, rejects, signs, notifies, invites, emails or reminds, even if it also creates something (for example, creating a bulk send). Any kind of change not on that list asks too.
Changes that always ask
In every mode, these always show the approval card:
- Deleting or removing anything, deactivating or offboarding someone, and revoking or disconnecting access.
- Bulk or group changes, such as bulk-assigning training.
- Resets, archiving, transfers, voiding, imports and merges.
- Plan and billing changes, and rotating or regenerating keys.
- Any change to a schedule week that is already published, which employees can already see.
Two further limits apply:
- Replacing shifts that already exist asks unless you are in Auto.
- At most 10 changes run without asking in reply to one message. The next one asks.
A change waiting at your usage limit
If you reach your usage limit while a change is waiting for approval, the card is kept and says when your usage resets. You can confirm it once your usage is back, or cancel it at any time. A change that has waited too long expires: choose Ask again to start it over, or Dismiss. See Usage & Limits.
Overview
BookYourPTO Intelligence is the assistant built into BookYourPTO. Ask about leave, expenses, schedules, documents and your team in plain words, and have it make changes after you approve them.
What It Can Do & Skills
What BookYourPTO Intelligence can look up and change, what it leaves to the app's own pages, and the ready-made skills that guide common jobs.