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Service Hub OverviewPreferencesTriaging TicketsLive ChatSLA Targets & QueuesKB Authoring & VerificationYour Public Help CenterFeedback & CSAT ProgramsAI Autonomy Controls
Help CenterServiceAI Autonomy Controls

AI Autonomy Controls

Choose how much the AI support copilot can do on its own

The Support Copilot

An AI assistant that drafts replies, summarizes threads, and suggests next steps — on your terms.

Inside a ticket, the AI copilot docks in the right-hand context panel, right where you are already reading the conversation. It can summarize a long thread, draft a reply, and suggest relevant knowledge base articles to link. A drafted reply drops into the composer with one click, so you review and edit it before it ever sends. By default nothing the copilot proposes is sent or saved without an agent acting on it— you accept, edit, or reject every suggestion.

Default-safe out of the box
Every organization starts in the safest mode. The copilot drafts and suggests; a human always approves before anything touches the ticket or the customer. You opt into more autonomy deliberately — it is never turned on for you.
An Ultra plan feature
The AI ticket-resolution agent — the whole graduated-autonomy copilot, from draft-only assistance through whitelisted auto-resolution — is available on the Ultra plan. It includes a generous fair-use monthly resolution allowance; once you reach it for the month, the agent steps back and tickets route to a human until the allowance resets. Your usage panelshows the exact current allowance and how much of it you have used. The manual ticketing, knowledge base, and survey tools are not affected — they stay available on your existing plan.

The Four Autonomy Levels

Graduated rungs from suggest-only to whitelisted auto-resolution.

Autonomy is set in Service Settings → Autonomy (which needs the autonomy admin permission). Your organization default applies everywhere unless you add a more specific override. The four rungs, from least to most autonomous, are:

  • Copilot (draft only) — The AI only suggests. A human drives every action.
  • Draft + approve — The AI drafts a reply or action; a human reviews and approves before it goes out. This is the default.
  • Auto-send low risk — The AI can send low-risk, non-customer-facing actions on its own when it is confident enough and the run is untainted — but high-risk actions still pause for approval.
  • Full auto — The AI can act autonomously, but only for intents you have explicitly added to a pre-approved whitelist.
There is always a floor
Raising the autonomy level never lowers the safety floor. High-risk actions — like sending a public reply — always pause for a human, and any run flagged as containing untrusted content pauses too, no matter the level. Autonomy widens what the AI may do; it never overrides the hard limits.

Per-Queue and Per-Intent Overrides

Trust the AI more in some queues than others.

One autonomy level rarely fits every kind of ticket. From the Autonomy settings you can add an overridefor a specific queue, a specific intent (like “password reset” or “refund request”), or both. An override wins over the organization default for the tickets it matches, so you might leave billing questions at Draft + approvewhile letting a well-understood “where are my docs?” queue run at a higher level. Remove an override at any time to fall the queue back to the default.

The Confidence Threshold

The AI only acts on its own when it is sure enough.

Each policy has a confidence threshold. For the auto-send levels, the AI only acts unattended when its confidence in an action clears that threshold — otherwise it routes the action to a human. Raise the threshold to be more cautious; lower it (carefully) to let more through.

The Resolution Verification Gate

The AI cannot resolve a ticket on a promise it did not keep.

When the AI resolves a ticket autonomously, a verification gate runs first. It re-reads the ticket and confirms that whatever the resolution promised — for example “I have issued your refund” — actually happened. If the promised action did not fire, the AI refuses to resolve and routes the ticket to a human instead. A resolution that fails verification is never billed.

No-Loop Human Handoff

Once a ticket goes to a human, the AI stops trying to deflect it.

When a ticket is handed off to a person, autonomy is disabled for that ticket permanently — the AI will not try to auto-resolve it again. The handoff pings the right owner with full thread context (the assigned agent, else the queue's default assignee, else the account's owning rep), and a Human handoff requested badge appears on the ticket with a matching queue filter so the warm handoff is actually seen.

The Signed Resolution Log

Every autonomous action is recorded in a tamper-evident log.

Every action the AI takes autonomously is written to a signed, append-only resolution log. Each entry is cryptographically chained to the one before it, so the record cannot be altered after the fact. The Autonomy settings page shows this log with a CSV export, giving you a complete, auditable history of what the AI did and why.

What Is Billed

Drafting and approval are free; only true auto-resolutions are metered.

  • Free, bundled into the seat — Copilot drafting, summarizing, suggesting, and the draft-and-approve flow. Everything a human reviews is included.
  • Metered — Only fully autonomous resolutions (the auto-send and full-auto levels) that commit and pass verification are counted in the signed log.
A clear line between assistance and automation
The pricing model mirrors the trust model: assistance a human is in the loop on is part of your seat, and only the AI fully resolving a ticket without a human is billed — and only when it committed and verified.

Related Articles

Triaging Tickets in the Inbox— Where the copilot docks and proposes actionsAuthoring & Verifying KB Articles— The verified knowledge the AI grounds its answers inAI Assistant Overview— How Laureo works across the CRMAI Agent Steps— Approvals, limits, and automatic spending controls for AI agents
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