Choose how much the AI support copilot can do on its own
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.
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:
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 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 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.
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.
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.
Drafting and approval are free; only true auto-resolutions are metered.