Autonomy
How much your staff may do without asking. Everything here is off until you deliberately turn it on.
3 of 7 kinds of work run without asking
Everything else is prepared and held for your approval.
What runs without asking
Set per kind of work, not per specialist — so you always know what you have agreed to.
Research & read
Search the web, read your inbox, look things up in your own records. Nothing changes and nobody outside the business hears from us.
7 capabilities
Draft & prepare
Write emails, posts, documents and campaign plans, and leave them waiting for you. Nothing is sent or published.
4 capabilities
Update internal records
Create and update tasks, notes, contacts and files inside your own workspace. Visible only to your team, and every change is logged.
8 capabilities
Contact people
Cannot be undoneSend email, SMS and messages to customers, leads and suppliers on your behalf. Once it is sent, it cannot be unsent.
6 capabilities
Turn on full automation first.Publish publicly
Cannot be undonePost to social accounts, update your website and publish content under your brand, where anyone can see it.
2 capabilities
Turn on full automation first.Spend money
Cannot be undoneCommit real money — ad budgets, purchases, refunds. Always capped, and the cap is set by you.
3 capabilities
Turn on autonomous spending and set a limit first.Account & security changes
Cannot be undoneAlways asksConnect or disconnect integrations, change who has access, delete records, export data, change billing.
2 capabilities
These actions always go to a person.
What no setting will change
- Connecting or disconnecting accounts, changing who has access, deleting records, exporting data and changing billing always go to a person.
- A specialist can only ever be more restricted than this page, never less.
- Every action, approved or automatic, is written to an audit trail that cannot be edited afterwards.