Open Outreach, AI Agents, Settings and check the Autonomy ceiling. If Allow auto email, Allow auto SMS or Allow auto sequence enroll is on, agents can act without asking. Turn them off to return to approval only.
An agent acted on its own
- Open Outreach, then AI Agents, then Settings.
- Find Autonomy ceiling.
- Turn off Allow auto email, Allow auto SMS and Allow auto sequence enroll. All three are off by default.
- Check Minimum confidence and Max risk, which limit how sure and how risky an agent can be.
- Look at the Past tab on AI Agents to see what it did.
These are workspace settings, so they apply to every user. See Does FlowForce AI send messages without my approval?.
I see no drafts
- Check that the agent you want is On on the Agents tab. See How to use the FlowForce AI agents for follow-up and voicemail.
- Open the Review tab. Drafts wait there for you.
- On a lead, check the Follow-up agent switch under Next action.
The Voicemail Agent does nothing
It only acts when the power dialer reaches voicemail, and it has to be set to On.
Lists filtered by AI Mode look wrong
Turn AI Mode off and clear the search box, then try a more specific sentence. See How to filter leads and deals in plain English with AI Mode.
Still stuck?
Click your name at the bottom of the sidebar, then Help.