Asking Wally to do things — preview, confirm, undo
When you ask Wally to capture or change something — "add a note to SOCOM", "schedule a meeting with the team next Friday", "move the Acme deal to Negotiate" — Wally never writes silently. Instead, it shows a preview card with exactly what's about to happen.
The preview includes:
• A clear summary ("Add note to SOCOM" / "Move Q3 deal to Negotiate")
• Every field that will be written (account, note text, stage transition, due date, etc.)
• Source attribution — where each fact came from (your message, an existing record, etc.)
Two buttons follow: "Do it" commits the change, "Cancel" dismisses it.
After you confirm, the affected record is annotated with "via Wally — undo" for 24 hours. Click undo at any time during that window and the change is reversed automatically — notes are deleted, stage transitions are reverted, completed tasks return to open.
The full audit trail lives at orgs/{yourOrg}/wallyActivity, accessible to org members. Every commit records the user who confirmed it, the conversation that proposed it, the exact arguments, and the source attributions.
This pattern — preview by default, undo by default — is how Wally earns the right to take more powerful actions over time.