Decide which of three jobs you mean. Answering explains the process. Preparing shows a proposed change for someone to approve. Acting makes the change, and needs controls and a check afterwards.
Isn’t “help the customer” enough of a brief?
No. The same request can mean any of the three, and each needs different access, different permissions and different tests.
1. Answer: explain the process.
Example. “How do I change my delivery address?”
Scope. Explain the approved steps and any restrictions, with the source.
Not included. Reading the customer’s order or changing its address.
Practical check: Knowing the process is different from accessing the record.
2. Prepare: show the proposed change.
Example. “Prepare an address change for this order.”
Scope. After identity and access checks, show the order, the current address, the requested address and any restrictions.
Not included. Submitting the change to the order system.
Practical check: A proposal can be useful without the right to carry it out.
3. Act: make the change and check it.
Example. “Apply this approved address change.”
What it needs. Permission for that action, the correct order, a valid approval and the order’s current status.
Afterwards. Check the order itself, and report accurately whether it worked, failed or is uncertain.
Practical check: The action needs controls outside the conversation.
Where the approval sits.
Be specific. Who can approve which action, on which record, with which details? Which changes need a fresh approval?
Practical check: A reassuring message is not an authorization check.
Read more: Letting AI Update HR or Payroll Records: Approve Every Change First · Using AI for Employee Onboarding: Answers, Status and Follow-Up
Examples are illustrative. This is general guidance, not advice for your situation.