Allowed, ask first or never for each kind of AI action, the messages ceiling, and the floors no setting crosses.
AI autonomy is one page that lists every kind of action an AI agent in your workspace may take, such as drafting a follow-up, creating a task, linking a conversation to a contact, or changing a CRM record. For each one you choose Allowed, Ask first or Never. Use it when you are ready to hand a kind of work to the AI, or when you want something to stop for good.
| Choice | What happens |
|---|---|
| Allowed | The action runs without asking. It is recorded and listed under Handled for you in the AI Inbox, where it can be undone or marked as wrong. |
| Ask first | The action waits for a person in the AI Inbox. This is the default for every kind, and how every workspace worked before this page existed. |
| Never | The action does not run. Each time it would have, it is recorded as declined by this setting, so you can see what was stopped. |
While a kind asks first, Once it has earned trust offers Keep asking or Run after the review window. The second lets the action run on its own once it has earned trust, after a review window during which anyone can decline it. A linked conversation can also Link right away. A kind earns trust once enough of its decisions are in and most were accepted. A run of declines, undos or wrong marks moves it back to asking. The page's right-hand column gives your workspace's numbers.
Record actions (updating a field, creating a record, moving a stage, proposing a booking, adding or removing records on a list) are listed so you can decide before an agent uses them. The first in use is Add or remove records on a list: when you select contacts or leads and ask the assistant to add them to a list, take them off one or make a new list of them, Ask first shows a card in the chat to confirm, Allowed makes the change straight away, and Never declines.
Every list change that ran, confirmed or allowed, is listed under Handled for you in the AI Inbox, with Undo:
Undo needs the same edit permission as the change. The person who asked sees their own changes there even if they cannot open the CRM approvals. Undo is not offered for a change of more than 5,000 records, and the row says why; change the list on its page instead.
Under Messages to your contacts, Let messages send without asking is off by default. While it is off, every email, text or call an automation would send to a contact asks a person first, even for a kind set to Allowed; that row says so in amber. Turn it on, and save, to let message kinds set to Allowed send. The page shows who changed it and when.
When the AI fills in a form or a suggestion (a contact read from a call, a logged call's notes, a list described in your words, bulk tasks each worded for its record, an owner, stage or tag suggested on a record), the person who saves it keeps, changes or clears what it proposed. That decision is recorded under the kind of action it matches: creating a record, updating one, changing a record's stage, changing a list, or creating a task.
Count people's decisions on AI-filled forms and suggestions toward earned trust is on by default. On, these decisions count toward each kind's earned trust alongside decisions on what the AI proposed by itself. Off, they are still recorded, but do not count. Either way, each kind's row says how many of its decisions came from forms, and how many were accepted. The section shows who last changed the setting and when.
Under AI suggestions on records, each kind of suggestion has its own choice: Suggested owners (on contacts and leads), Suggested stages (on contacts, and on leads among lead stages: moving a lead to a contact stage is Convert) and Suggested tags (on contacts, leads and deals). The section shows who last changed it and when.
Apply on create is a setting on top of the kinds below: if Update a field on a contact, company or deal (for owners) or Move a deal or lead to another stage (for stages) is set to Never, nothing is applied, and the section says so beside the choice. A value applied this way is recorded on the AI's trust record as allowed by your setting, so it never counts toward earned trust; an Undo is recorded too.
Under Bulk tasks in the same section, Offer "Word each task for its record" (on by default) decides whether the bulk task form offers each record's stored next step as its task title, and Start with it ticked (off by default) whether the form opens with it already chosen. Turned off, the form offers one typed title for every task.
If the owner or stage changed after a suggestion was made, accepting it changes nothing: the chip says This changed since the suggestion, names the current value, and the suggestions refresh.
Some rules hold whatever you choose, and the page lists them in What no setting changes:
A kind is set to Allowed but its actions still wait in the AI Inbox. If it sends messages, check Let messages send without asking. Otherwise a floor held it: the action's row in the AI Inbox names it (a high-value deal, an opted-out contact, or the day's touches for that contact).
Something you set to Never still appears in a queue's history. That is the record of what the setting stopped. It did not run.