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Autopilot Mode

Autopilot mode allows the AI agent to automatically send messages and take actions without requiring admin approval. This enables fully automated lead engagement and document collection.

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How Autopilot Works

When Autopilot is enabled:
  • Messages are sent immediately: No admin review required
  • Follow-ups are scheduled automatically: Agent determines optimal timing
  • Tools are executed automatically: Agent can use tools without approval
  • Responses are generated in real-time: Fast turnaround for leads

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Autopilot vs Listen Mode

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Autopilot Mode

  • ✅ Messages sent automatically
  • ✅ Fully automated workflow
  • ✅ Faster response times
  • ⚠️ Less control over individual messages

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Listen Mode

  • ✅ Admin review before sending
  • ✅ Full control over messaging
  • ✅ Quality assurance
  • ⚠️ Requires admin attention

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When to Use Autopilot

Autopilot is ideal for:
  • High-volume workflows: When you have many leads to manage
  • Standardized processes: When responses follow predictable patterns
  • 24/7 coverage: When you need constant availability
  • Initial engagement: For first contact and follow-ups

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When to Use Listen Mode

Listen mode is better for:
  • Complex situations: When human judgment is needed
  • Policy-sensitive communications: When compliance requires review
  • New configurations: When testing new agent behavior
  • Low-volume, high-value leads: When individual attention matters

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Configuring Autopilot

Enable Autopilot in agent settings:
  1. Go to Agent Settings
  2. Find the “Agent Mode” section
  3. Select “Autopilot”
  4. Configure any additional settings

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Monitoring Autopilot

Even in Autopilot mode, you can:
  • View all messages: See what the agent sent in the Timeline
  • Review agent actions: Check tool executions and results
  • Monitor lead progress: Track checklist completion
  • Override when needed: Switch to Listen mode for specific situations

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Best Practices

  • Start with Listen mode: Test agent behavior before enabling Autopilot
  • Monitor regularly: Review agent messages and actions
  • Fine-tune prompts: Adjust workflow prompts based on results
  • Set escalation rules: Configure when to escalate to humans

Agent Settings

Configure Autopilot mode

Fine-tuning

Customize agent behavior

Timeline

Monitor Autopilot activity