Agent Autonomy: What Your Agent Can & Can't Do

What Your Agent Does Autonomously

Your agent is designed to operate independently for routine sales outreach tasks:

Full Autonomy (No Approval Needed)

• Finding and researching leads matching your campaign criteria
• Verifying email addresses before sending
• Drafting and sending personalized outreach emails
• Sending follow-up emails to non-responders (up to 1)
• Classifying responses by sentiment (positive, negative, neutral)
• Flagging hot leads for your attention
• Generating daily activity reports
• Monitoring inbox for replies
• Honoring unsubscribe requests
• Auto-pausing campaigns at safety thresholds

Your Involvement Required

• Approving campaign creation — You define goals, audience, and limits
• Responding to hot leads — High-intent prospects need your personal touch
• Pricing discussions — Your agent doesn't commit to prices on your behalf
• Custom service requests — Anything outside standard offerings
• Account changes — Billing, plan changes, account deletion

What Your Agent Will Never Do

Hard Boundaries

• Send more than your plan's daily email limit
• Contact someone who has unsubscribed
• Send emails without compliance elements (unsubscribe link, physical address)
• Make false claims about your business
• Access data from other users
• Send emails to unverified addresses
• Continue a campaign with >2% bounce rate

Design Decisions

• Your agent won't pretend to be you — it identifies as your assistant
• Your agent won't make commitments on your behalf (pricing, timelines, guarantees)
• Your agent won't contact leads outside your specified target audience
• Your agent won't use aggressive or manipulative sales tactics

Adjusting Autonomy

You can influence your agent's behavior through:

• Campaign settings — Daily email limits, duration, audience criteria
• Chat instructions — "Focus on X this week" or "Don't mention Y"
• Business profile — Update your services and tone
• Communication preferences — Choose how and when you want notifications