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Choose how much the agent does on its own

Decide whether an agent only suggests, waits for your approval, or acts and reports back.

Explained3 minChecked against ERIX on

Agents lists your AI assistants: one answers customers, one works your contacts and deals, one looks after your channels. Each card shows how much it may do alone.

AI agents: chats handled without you, handed to your team, waiting for approval, AI cost, the always-with-a-person rule and agent cards. (opens the full-size image)
LevelWhat happens
OffThe agent does nothing.
SuggestIt reads and suggests. Replies and changes wait as drafts; a person makes them.
With approvalIt prepares the action and waits in Approvals for a yes.
Act and reportIt acts on its own and tells you what it did.

  1. Step 1. Select Edit on an agent. Under How much this agent may do on its own, pick a level. Change what it says or does by chatting with it, and switch tools on or off under What it can use.

    The Assistant agent editor: change it by chatting, what it can use and the autonomy levels. (opens the full-size image)

  2. Step 2. Select Publish changes. Nothing changes for customers until you publish.

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