How to ask Izy to perform an action and confirm it
Ask Izy to create a task, schedule a time, or change something. It builds a card and only carries it out after you confirm.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Besides replying, Izy can do things for you: create a task, schedule something, move a deal, send a message. To keep nothing from happening by mistake, it first shows a card with what it’s going to do. Nothing changes until you confirm.
Where to find it in Cognizy
Before you start
- Izy can only do what your role is allowed to do.
- Each request uses AI credits.
Step by step
- Step 1:
In , type your request to Izy saying what to do, for whom, and for when.
- Step 2:
Click Send.
- Step 3:
Izy builds a card with what it understood. Check each line, such as the title, assignee, and due date. Until you confirm, nothing changes.
- Step 4:
If it looks right, click the confirm button, which here is Create task. To cancel, click Cancel. If something is wrong, type the correction and Izy will build the card again.
- Step 5:
Izy lets you know it’s done and shows a shortcut to open what was created.
How to know it worked
The card will then show that the action was completed, and the task appears in .
If something goes wrong
Izy replied, but didn’t show the card.
Some information was missing, or the request sounded like a question. Clearly say what to do, for example: "create a task for tomorrow".
I confirmed by mistake.
Open what was created using the card shortcut and delete or correct it there.
Next step
See how to review the AI-suggested replies before sending them to the customer.
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