Automation

Each workflow uses one of the real product modes below. This preview does not change any setting.

Off

The workflow does not run. Nothing is generated or sent.

Draft only

The agent prepares the work and saves it for your team. Nothing reaches the customer.

Approval required

The agent proposes an action and waits. A person approves or rejects it before anything happens.

Automatic

The agent carries out the action on its own, within the limits set in your business rules.

Changing automation is available only in an authenticated workspace.