By default, no. The FlowForce AI agents draft work and wait for you to approve it. The settings that would let them act on their own, auto email, auto SMS and auto sequence enrollment, are all off until you turn them on.
The Autonomy ceiling
Open Outreach, click AI Agents, then Settings, and find Autonomy ceiling. It sets the most the agents may do without asking.
- Minimum confidence is how sure an agent must be before it may act. The default is Balanced (85%).
- Max risk is the highest risk it may take on. The default is Balanced (max 30).
- Allow auto email lets an agent send emails without asking. Off by default.
- Allow auto SMS lets an agent send texts without asking. Off by default.
- Allow auto sequence enroll lets an agent put leads on a sequence without asking. Off by default.
While these are off, everything an agent suggests appears on the Review tab for you to approve. See How to review AI drafts and proposals before they go out.
Shadow mode
Shadow mode, under Tenant QA, is a testing setting. It is off by default.
Opt-outs and pipeline exits
Opt-out rules, such as Email opt-out blocks SMS, are separate settings. See How to set AI agent limits and defaults in FlowForce. The settings page marks Pipeline exit proposals as approval required.
If it did not work
An agent sent something I did not expect. Open Settings and check whether Allow auto email, Allow auto SMS or Allow auto sequence enroll is on. Turn it off to go back to approval only.
I want the agents to act faster. Lower Minimum confidence or turn on one auto action at a time, and watch the Past tab.
Common questions
Does turning on an auto setting affect everyone? Workspace settings apply to all users, so tell your team first.