AI PM Agent · Guide
Apply or turn down a client change
When a client asks for more, the Inbox Agent hands the request to the AI PM Agent. You decide whether it goes on the plan.
Step by step
Open AI PM Agent, then the Changes tab.
Each change shows the client's email, what it would change and its hours and value at the project rate, labelled out of scope.
Press Apply to add it to the roadmap, or Turn down to leave the plan as it is.
Changed your mind? Undo works for 30 minutes after a change is applied.
Good to know
- In the agent's settings you can choose to apply client changes at once or wait for approval.
- Added work keeps a link to the client's email, so the invoice can show it later.
About the AI PM Agent: what it does, step by step.
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Related guides
- Check and send a drafted replyThe Inbox Agent sorts each client email by what it needs and drafts a reply from your live project data. You read it and send it.Inbox Agent → Needs you
- Log time and finish a milestoneHours you log become invoice lines. When a milestone is done, the Billing Agent drafts the invoice.AI PM Agent → Hours