Skip to main content
Affinity Ascend agents do the prep work, but you stay in control of your data. An agent suggests changes; you review them; you apply the ones you want. Nothing is written to your CRM until you apply it — the same human-in-the-loop trust model shared by every agent. This review happens on the Agent Activity tab. This article applies to every Ascend agent, so once you learn the flow you know it everywhere.

​
Where suggestions appear

Brand Agent Activity The Ascend area has three tabs:
  • Agent Activity — the queue of suggestions waiting for your review.
  • Activity History — a read-only log of what the agent has already done (applied fields with a green check, declined with a gray minus, each showing Previous → Suggested).
  • Agents — agent details and status.
Open Ascend (left nav) and go to Agent Activity. Suggestions are grouped by the record they affect — the Data Update agent posts one set of Suggested Field Updates per meeting, sent to the person who created the meeting note.

​
Anatomy of a suggestion

Brand Sfu Full Expand Review on an item to see the full detail. Each proposed field shows:
  • Field — the field the agent proposes to update, with its scope (a global field or a list-specific field — any field you can edit).
  • Current Value — what’s on the record now, with when it was last updated.
  • Suggested Value — what the agent suggests changing it to. Click Edit to change this value yourself before applying; once you’ve changed it, Reset puts the agent’s suggestion back.
Each field carries a checkbox; use the individual checkboxes or Select all to choose what to apply. These come from the Data Update agent, which reads a meeting note and proposes updates — usually within a minute of the note being created. Only fields you can already edit are eligible (global or list-specific), and enriched fields are never suggested — anything Affinity auto-populates, whether from its own data or from a provider such as Crunchbase, PitchBook or Dealroom. Fields fed by your Slack, Microsoft Teams and Salesforce integrations, and Source of Introduction, are still eligible. Dropdown suggestions match your real existing options. Anything ambiguous, unresolvable, or already correct is filtered out before it reaches this queue.

​
Apply all, some, or none

For each field you can apply it as suggested, edit the value first, or decline it. Ai Sfu Edit
  • Apply all — use Select all, then Apply Updates.
  • Apply some — check only the fields you want, then Apply Updates.
  • Edit before applying — click Edit on the suggested value, change it, then apply. Useful when the agent read the note correctly but landed on the wrong wording, unit, or precision. Click Reset to go back to the agent’s suggestion.
  • Apply none — leave everything unchecked and click Apply Updates. Nothing is written, and you’ll see No updates applied.
Anything you leave unchecked is declined when you click Apply Updates. It doesn’t stay in the queue for later, so if you want to come back to a suggestion, don’t click Apply Updates yet. You can edit suggestions only in Agent Activity, before you apply. Some field types can’t be edited here (list, reminder, note and formula fields, and opportunity fields that aren’t on a list). Apply them as suggested, or decline them and update the record directly.

​
What happens after you apply

Brand History When you click Apply Updates, the checked fields are written to the record and appear like any other edit, visible to your team. Until you apply, nothing is written. After you act on a set, it moves from Agent Activity to Activity History, where it’s read-only — applied fields show a green check (with an edit icon if you changed the value), declined fields a gray minus, each with Previous → Suggested. If you applied something in error, fix it the normal way by editing the record. If you edited a suggested value, Activity History records both: the value the agent originally proposed, labelled Suggested Value (edited), and the value you actually applied. Your CRM always reflects what you applied, not what was first suggested. Brand Sfu Applied

​
Getting access

  • Plan tiers. Ascend agents are available on Scale, Advanced, and Enterprise.
  • Org enablement. An admin enables or disables Ascend for the org at Settings → Automations & AI → Affinity AI (it’s on by default). Each user then turns Monitoring on or off for each background agent (Meeting Prep and Data Update) on the Ascend → Agents tab.
If you expect suggestions and see none, Ascend may not be enabled for your org, Monitoring may be off for the agent (it’s off until you turn it on), your plan may not be eligible, or the agent simply hasn’t had qualifying work yet.

​
How to stay in control

  • Nothing is automatic. An agent never writes to your CRM, and never sends email or outreach, without your explicit approval.
  • You only ever see what’s yours to act on. An agent can only see and change what your own account already can; suggestions come to you as the person who should review them.
  • You can turn an agent off. An admin at Settings → Automations & AI → Affinity AI, or each user via the Monitoring toggle on Ascend → Agents.

​
Common questions

  • Will it change anything on its own? No. Nothing is written to the CRM until you click Apply Updates.
  • What if I do nothing? Unreviewed suggestions stay on Agent Activity — they are never auto-applied.
  • Can I edit a suggested value before applying? Yes. Click Edit on the suggested value, change it, then apply — the value you apply is what’s written to your CRM. Reset undoes your change before you apply.
  • The suggestion is wrong — what do I do? If the value is close but not right, click Edit and correct it. If it shouldn’t be applied at all, leave it unchecked so it’s declined when you Apply Updates.
  • Why doesn’t it suggest updates to enriched fields? Because applying one would break the enrichment. When a value is written over an enriched cell, Affinity stops auto-syncing that cell. Rather than have an agent sever that quietly, the Data Update agent skips enriched fields altogether and focuses on the fields only your team maintains. You can still override an enriched value yourself — see Enriched, global and list specific fields for exactly what happens when you do.
  • Why don’t I see any suggestions? Ascend may not be enabled for your org, Monitoring may be off, the agent may be unavailable on your plan, or it hasn’t had qualifying work yet.

​
If something looks off

Affinity AI can make mistakes. Review each suggestion before approving it.