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How to Approve AI Suggestions

Learn how to review and approve changes suggested by AI assistants (ChatGPT, Claude, Copilot).

Overview​

When AI assistants interact with AuditSwarm, they cannot directly modify your data. Instead, they create suggestions that appear in a notification panel. You must review and approve each suggestion before it's applied.

This ensures you maintain full control over your audit data.

Prerequisites​

  • An AI assistant configured (ChatGPT, Claude Desktop, or Microsoft Copilot)
  • Active audit, risk, or control entity open

Step 1: Trigger AI Suggestion​

  1. Ask your AI assistant to make a change:

    • "Update the audit status to In Progress"
    • "Add a risk about data encryption"
    • "Suggest three controls for access management"

  2. The AI will call the suggest_change MCP tool

  3. A blue notification bar appears at the top of the page

Step 2: Review the Suggestion​

  1. Click the notification bar or "View Suggestions" button

  2. The suggestions panel opens showing:

    • What will change: Field names and new values
    • Entity affected: Audit, Risk, Control, etc.
    • Agent info: Which AI made the suggestion
    • Timestamp: When it was suggested

  3. Review the changes carefully:

    • ✅ Check that values are correct
    • ✅ Verify the entity being modified
    • ✅ Ensure the change makes sense in context

Step 3: Approve or Reject​

To Approve:​

  1. Click "Approve" button
  2. The suggestion is applied to your data
  3. The notification dismisses
  4. You'll see a success message

To Reject:​

  1. Click "Reject" button
  2. The suggestion is discarded (not applied)
  3. The notification dismisses
  4. No changes are made to your data

Step 4: View Suggestion History​

  1. Navigate to Settings → AI Suggestions

  2. View all past suggestions:

    • Approved suggestions (green)
    • Rejected suggestions (red)
    • Pending suggestions (yellow)

  3. Click any suggestion to see details:

    • Full JSON payload
    • Agent metadata
    • Timestamp and user

Example: Approving a Status Update​

AI Request: "Update this audit status to In Progress"

Suggestion Panel Shows:

Suggested Change
─────────────────
Entity: Audit #123 "Q1 2025 SOC2 Review"
Operation: UPDATE
Changes:
  status: "PLANNING" → "IN_PROGRESS"

Agent: ChatGPT (gpt-4)
Time: 2 minutes ago

Your Actions:

  • ✅ Click "Approve" → Status updates immediately
  • ❌ Click "Reject" → Status stays "PLANNING"

Best Practices​

✅ Do:​

  • Review each suggestion carefully before approving
  • Check that the AI understood your intent correctly
  • Use suggestions for repetitive tasks (bulk updates)
  • Reject suggestions if anything looks wrong

❌ Don't:​

  • Blindly approve without reading
  • Approve suggestions affecting critical compliance data without verification
  • Use AI for final audit sign-offs (requires human review)

Troubleshooting​

Problem: No notification bar appears

Solutions:

  • Refresh the page
  • Check that you're viewing the correct entity
  • Verify AI assistant is properly authenticated

Problem: Approved suggestion didn't apply

Solutions:

  • Check the Suggestion History for error messages
  • Verify you have permission to modify that entity
  • Contact support if error persists