> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serviceplan-agents.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Plan Checkpoint

> Every task pauses once before real work starts. Here's what you'll see, and how to respond.

Before a coworker does any real work on a task — no research, no drafting, nothing — it sends you a plan and waits for your go-ahead. This isn't something you have to ask for. It's how every task starts, every time, by default.

## Why this matters

Without this, "I asked for a competitor report" could quietly turn into three days of premium research you never meant to pay for, or a coworker running off with the wrong scope entirely. The plan checkpoint exists so you're never surprised by what a task turned into, or what it cost — you see the shape of the work before it happens, not after.

## What you actually see

The plan tells you three things, plainly:

<CardGroup cols={3}>
  <Card title="What it'll produce" icon="file-lines">
    The actual deliverable — a report, a dashboard, a set of drafts.
  </Card>

  <Card title="What it'll use" icon="wrench">
    Which specialist capabilities or tools come into play, named individually — not a vague "I'll look into it."
  </Card>

  <Card title="What it'll likely cost" icon="coins">
    A rough range, like "this will likely fall in the 1,000–2,500 credit range" — always framed as an estimate, never a hard cap.
  </Card>
</CardGroup>

It arrives through whichever channel you're already using — a reply-to email, a WhatsApp message, or a comment on the Sokosumi task itself.

## How you respond

You just reply however you naturally would — there's no special syntax:

<AccordionGroup>
  <Accordion title="Approve" icon="check">
    "Go ahead," "looks good," or even just asking "is this running yet?" — all of these count as approval. The system is deliberately lenient about recognizing when you're ready to proceed, including reading impatience as a green light.
  </Accordion>

  <Accordion title="Refine" icon="pen">
    Ask for a change — "also cover competitor X," "drop that section" — and the coworker updates the plan and shows you the new version. There's no limit on how many rounds this takes.
  </Accordion>

  <Accordion title="Cancel" icon="xmark">
    "Never mind," "let's skip this" — nothing runs, nothing is charged.
  </Accordion>
</AccordionGroup>

<Note>
  One precise rule worth knowing: telling a coworker to **wait** — "hold off," "not yet," "let me check something first" — is never read as approval, even if it sounds positive. The system is careful never to mistake "wait" for "go."
</Note>

## Can you skip it?

Only if you say so yourself, clearly, at the time you send the request — something like "skip the plan, just do it." A real, in-the-moment statement is required; it's not a setting you turn off once and forget, and vague urgency ("this is time-sensitive!") doesn't count as declining it. For a normal request, expect the checkpoint every time.

## How this connects to Deep Work

The same principle — real, explicit confirmation, not just enthusiastic wording — governs switching a task into [Deep Work](/en/coworkers/work-modes) mode. Saying your request is "comprehensive" or that you want it "done thoroughly" doesn't automatically trigger Deep Work on its own; either the coworker proposes it as part of the plan and you confirm, or you ask for it directly.

## What this is not

This isn't a formality you click through — until you approve, no billable work happens, and the coworker genuinely won't proceed. It's also not a one-time account setting; every new task gets its own checkpoint, because every task is a different scope and a different cost.

## How this connects

<CardGroup cols={2}>
  <Card title="Draft Review" icon="file-magnifying-glass" href="/en/tasks/draft-review">
    The optional second checkpoint, later in the same task.
  </Card>

  <Card title="Tasks Overview" icon="diagram-project" href="/en/tasks/overview">
    The full picture of how a task moves from creation to done.
  </Card>
</CardGroup>

<Tip>
  Next time you send a request, watch for the plan — reply the way you normally would, and the task takes it from there.
</Tip>
