Review and approve a Qyra action plan

Qyra prepares an action plan before making a supported workspace change. Read what will change, which records it affects and any missing choices before approving.

Before you approve

You need permission for the requested change. A saved plan is not proof that its steps have run, and saving a draft does not mean it is published or answering customers.

1. Open the plan in the conversation.
2. Answer its missing questions and check the selected records.
3. Review the proposed effects, then use Approve and apply when you are ready.
4. Check each step's result. Open the owning area if you need to confirm the saved change.

Contact imports keep two separate steps: Save review saves the configuration; Import Contacts authorizes the import. Saving that review alone does not import anyone.

If something needs setting up first

When Qyra offers supported setup for your request, review that setup on the same plan. Turning on an Operations area needs your confirmation. Business defaults need the country, selling currency, business language and timezone you want to use; check Qyra's proposed values before confirming them.

The original request stays on the plan. After approved setup runs, Qyra checks the result before continuing. Turning on Catalog does not publish a Tool: you still choose which items use it, check the example results and approve publication. Existing item-specific Tool settings can keep their own rules.

A generated draft may show a separate setup card. Review its questions and effects before approving it. Qyra then checks the original draft's choices again. A saved payment button still needs the item's publication review; it does not confirm a customer payment.

If exact cancellation terms are missing, Qyra can prepare those terms for review. This does not change existing items. Check the notice, fees, reminders and whether customers can cancel or change their own bookings before using the terms.

Completed steps keep their results when more setup is needed. An uncertain result needs review before continuing; do not repeat the action just because the plan was interrupted.

An external connection or plan requirement can still need a step you complete yourself. Qyra does not purchase an upgrade or claim to have connected an account for you. If you decline setup, review the pending request when you are ready to return.

Check that the proposed item type matches what you offer and what customers should be able to do. A duration or cancellation notice alone does not determine the type. Correct an unsuitable choice before approving the plan.

If the requested rules are missing

Check that cancellation and change rules match the notice you asked for. Qyra keeps that choice unresolved when it cannot confirm exact terms; a nearby notice is not a substitute. Sharing a type's or category's terms needs your choice.

The needed rules may require a separate reviewed setup change. If Qyra cannot prepare it yet, keep the plan unfinished rather than approve different rules just to continue.

If the question or plan changed

An answer belongs to the question Qyra showed you. An approval belongs to the plan you reviewed. If either is out of date, reopen the current plan and review it again. The old answer or approval does not confirm replacement choices.

You can type a short option name in reply to the current plan. If that name matches more than one question, choose it on the plan instead. If Qyra cannot match your reply to the question you saw, refresh the plan and choose again. It will not pick a different plan or use your old answer for a replacement question.

Qyra rechecks business details before approval and before starting a pending step. A changed detail can require another review. If a step stops before starting, ask Qyra to prepare it again. If access or a read is unavailable, resolve that problem before continuing; it does not mean the resource is missing.

If you return to unfinished setup

Reopen the saved plan rather than repeating your request. If agreed setup still needs to be added, Qyra adds it before starting the work and asks you to review the current plan. Your accepted setup choices stay with it.

If setup steps propose different values for the same setting, review which values you want before continuing. An approval for an older configuration does not approve a replacement.

If only part of the plan finished

Completed steps keep their recorded results. Review the unfinished step rather than repeating the whole request. If an earlier outcome is uncertain, check the owning area before retrying so the same change is not made twice.

If you finish a step on another page

Some steps open another page so you can review and finish the change yourself. After you choose Done, Qyra checks the saved result before marking the step complete. Submitting a WhatsApp template for review does not mean Meta has approved it.

If Qyra cannot confirm the result, the step stays open. Check the form, template or other item on its own page before continuing. Do not repeat a send, payment or submission just because Qyra could not confirm it.

An earlier action may not have a saved result Qyra can check. You can still use its own page, but leave the step open if Qyra cannot confirm what happened.

A scheduled report is ready for a future run; this does not confirm delivery. A team invitation does not mean the person has joined. Recording what a customer holds does not by itself confirm payment or access.

Review publication separately

Review the exact draft before publishing it. If that draft changes, review publication again. A newer draft does not replace the one you approved.

Publishing an item and showing it in the public Catalog are separate changes. Keeping its current visibility does not hide an item that is already listed.

If only part of publication succeeds, Qyra shows what was published and what still needs attention. Review that result before trying again so completed changes are not repeated.

Related

• Continue a Qyra draft interview
• What Qyra can change on its own