# Proposals and approvals

> Everything Chat builds, edits or removes leaves a card in the thread. Routine changes apply at once, others wait for your Apply, and an agent permission waits for a workspace owner or admin.

Source: https://orbitalaip.com/docs/chat/proposals-and-approvals

## Every change is a card

Cards cover dashboards, widgets, workflows, runs, agents, schedules, watchlists, notes, backtests, archives and deletes. A strategy arrives as a workflow card. Asking Chat to run a saved agent is different: the run starts at once and Chat reports it in the reply, with no card.

The header names the kind, such as **PROPOSED WORKFLOW**, and the body shows what you are approving. A widget card renders a live preview. A workflow card shows the proposed graph and what an edit would change. An agent card prints the full instructions. A schedule card shows the cadence and the projected [credits](https://orbitalaip.com/docs/glossary#credits) per week. A run or backtest card shows the usage estimate before anything is spent.

## Apply, discard or revert a card

A pending card offers **Apply** and **Discard**. A workflow run or backtest card offers **Run** and **Cancel** instead.

1. **Read the card**
   
   Check the thresholds, sources and names Chat chose, and any warnings it lists.

2. **Click Apply**
   
   Orbital re-checks the proposal against the current state of your workspace and your role, then applies it. The card reads **✓ APPLIED** with the time.

3. **Open the result**
   
   The applied card links to what it made, such as **View workflow →** or **View on dashboard →**. An applied backtest card links to **View run →**.

**Discard** dismisses a card you do not want, and nothing is written.

**Revert** works on an applied card that created a dashboard, added a widget or edited one.

1. **Click Revert on the applied card**
   
   

2. **Confirm**
   
   In **Revert this change?**, click **Revert**. Orbital restores the snapshot taken before the apply.

To bring back a dashboard Chat deleted, restore it from **Trash** within 30 days. See [Restore an item](https://orbitalaip.com/docs/workspace-and-account/workspace-settings#restore-an-item).

Workflow cards have no **Revert**, but the versions you save of a workflow stay in its **Versions** list. See [Versions](https://orbitalaip.com/docs/workflows/runs-and-versions#versions).

Applying a workflow edit replaces the whole definition. If the edit removes anything, a dialog lists what is **Lost on Apply** and asks you to confirm with **Overwrite**.

## Stale cards

If the target changed after the card was proposed, **Apply** is refused. The card turns **PROPOSAL STALE** with the reason, for example **The workflow definition changed after this was proposed.** Click **Re-propose** to have Chat build it again against the current state.

A pending card copied into a new conversation by **Fork** or **Branch** is stale. Apply it in the original thread, or re-propose it in the fork.

## When a change applies in the same turn

Three routine changes apply at once and leave an applied card:

- an agent you asked Chat to create

- an edit you asked for to the agent the conversation is open on

- a schedule you asked for on a recurring cadence

The card that finishes a new agent's setup interview waits for **Apply** unless you tell Chat to go ahead. A schedule for a workflow Chat is still proposing waits for that workflow's card. A schedule starts enabled unless you ask to keep it paused.

Everything else waits for your click unless your message tells Chat to go ahead. "Go ahead and create a dashboard for NVDA" and "create and apply the dashboard" apply in the same turn. So does "run it" while the conversation is open on a workflow. Review wording wins: "show me a proposal first", "let me review it" or "don't apply yet" keeps the card pending, even for a routine change.

A backtest card never runs in the turn that proposes it, even if you said "run it". Click **Run** on the card to start it. Chat never applies a card that changes what an agent may do on its own, however the request is worded.

A short follow-up such as "Apply", "apply it" or "approve" applies the pending card in Chat's latest answer that has one. "Go ahead" and "do it" work only right after the answer that showed the card. When that answer holds more than one card, Chat asks which one.

Steering what applies now and what waits

- "Build a dashboard with NVDA price, volume and news, and show me the proposal first."
- "Go ahead and create a watchlist called Semis with NVDA, AMD and AVGO."
- "Schedule this workflow every weekday at 9:30 ET, but keep it paused."
- "Apply it."

## Who can apply a card

Anyone in the project except a viewer can apply a card. Only the person whose message produced a card, or whoever applied it, can discard it. See [Project roles](https://orbitalaip.com/docs/workspace-and-account/members-and-roles#project-roles).

A card that changes what an agent may do on its own shows the permission, its mode and the exact sentence being granted. Only a workspace owner or admin can apply it, and Chat can propose only **Build and test strategies**. See [Give a permission from Chat](https://orbitalaip.com/docs/agents/permissions-and-approvals#give-a-permission-from-chat).

## Cards do not expire

A chat card stays open until someone applies or discards it. A request an agent raises during a run is answered in **Agents** instead, and lapses after seven days. See [Permissions and approvals](https://orbitalaip.com/docs/agents/permissions-and-approvals#answer-a-held-action).

## The audit trail

Orbital stores every card with what was proposed and when, and an applied card also records when it was applied and by whom. A discarded or reverted card collapses to one line but stays in place. Regenerating a reply deletes the reply's unapplied cards, and a reply that already applied a change cannot be regenerated.
