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Open the “Assistant” panel (top-right button).
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Ask for something specific, for example: “Create a lead for Ana García, phone 600 123 456”.
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The assistant prepares the plan and lets you know it’s about to fill in the form — it never says it’s already saved.
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The copilot opens the “New lead” form and fills in the fields in full view.
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If any value doesn’t pass your own form’s validation (for example, a phone number in a format your site doesn’t accept), the copilot never forces the submission: it shows you the same error anyone would see typing it by hand, and you can either fix it yourself or ask the assistant to try again with the right value.
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You confirm (or fix and confirm) and the lead is really created — the assistant confirms it with the real result, never from memory.