Autopilot and how much the assistant does alone
The owner sets how much the assistant does alone: ask first, do the routine, or run it, with daily limits. Money and irreversible changes always wait.
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How it works
If you own the dealership, you choose how much the assistant does on its own under Settings → AI assistant. Ask me first: every change waits for you. Do the routine: eight everyday jobs happen on their own (publishing cars, descriptions, tasks, lead assignment and pipeline moves, and remembering your preferences) and everything else asks. Run it: everything the assistant is allowed to apply happens on its own, within the daily limit. Fine-tune under the card lets you pick exactly which changes apply on their own instead. Answers only is the brake: the assistant answers and looks things up but prepares no changes, and cards from before wait until you turn it off. Every change it makes on its own is logged and undoable from the audit log, and the morning digest lists them.
Four things stay true no matter what you tick:
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Money and irreversible actions always ask first. Recording a payment, marking a deal sold, sending an email or text the assistant wrote: these can never be put on autopilot. The setting won't offer them, and the server refuses them independently.
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Reading outside content pauses Autopilot for that response and related follow-ups. If the AI read something written by someone outside your team while working on your ask, any action from that response comes as a normal approval card instead of applying automatically. This includes lead or customer messages, attachments, the names and notes of documents filed from an email, imported vehicle descriptions, outside pricing labels, saved schedule text, activity details, and accounting records when that feature is available. The safety state is saved with the conversation or background job and stays manual while that context is carried forward. Start a new conversation for unrelated work. This keeps outside text from triggering an unattended change, no matter what it says.
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Everything is logged, and undoable from the log. An autopilot change shows in the Audit log as "Assistant (for the staffer whose setting allowed it)", with what it changed and an Undo button while the change can still be put back. Filter the log by "Assistant" to see everything the assistant did on its own. Every row the change itself writes says the same: the vehicle's price change, the lead's new status, the listing it published. A task the assistant created on its own carries an Assistant badge on the board, a call it logged or a templated email it sent on its own says "logged by your assistant" on the timeline, a comment it added to a task reads "Assistant (for Jane Doe)" when Jane's standing permission allowed it, and a title step it took shows "by the assistant" in the title history, so nobody is credited with work they did not do. The work of a job a trigger or a schedule started is the assistant's too. A change you approved by hand is logged as yours.
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Final checks can still require you. A changed setting, role, entitlement, or safety condition can leave the proposal waiting for approval. If execution may have started but the result cannot be confirmed, the card becomes Needs review instead. Do not approve it again; reload its status and inspect the affected record.
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There is a ceiling. Autopilot applies at most 10 changes in one reply or background run, and at most 50 in any 24-hour window per dealership. Past either limit the remaining cards wait for a person and say why. Approving by hand never counts against it. The owner can lower either number for the dealership under the dial card (Fine-tune: how much Autopilot may do without you); neither can be raised above these, and leaving a field empty goes back to the ceiling.
Only the owner can change autopilot settings, and each staffer's role limits still apply: the AI acting for a salesperson can only auto-apply what that salesperson could do themselves.
By area. Under the dial, "By area: hold one part of the business below the dial" lets you keep one area more cautious than the rest. Each area (Inventory; Leads and customers; Deals, titles and loans; Tasks; Customer messages; Books; Website, reports, memory and background work) follows the dial unless you pick a lower level for it. Holding the last one at Answers only also takes away the website copy cards, because website words live in that area. Do the routine allows only the routine changes there. Ask me first keeps the cards but applies nothing there on its own. Answers only takes that area's change tools away from the assistant entirely: it can still look things up there, but it cannot even prepare a change, and it will tell you so if you ask for one. A level at or above the dial changes nothing, and the card says so next to it. A card that was already waiting when you held its area at Answers only shows "Waiting: Answers only" until you release the area.
Evidence and the automatic step back. The dial card carries "Evidence for moving up": for each job that can run on its own, how many times you approved it, rejected it or undid it in the last 30 days, and whether that makes it ready (five approvals or more, nothing rejected or undone). Only what happened since the dial existed counts; the old checkbox autopilot is not treated as your consent. And if you undo something the assistant did on its own, that one job goes back to asking first, with a banner on the card that says so and a Restore button that lets it follow the dial again. Everything else keeps running as before.
The supervisor (off by default). Under the dial card, "Supervisor: pause Autopilot for an hour when something looks wrong" is an automatic safety check the owner can turn on. Every quarter hour it reads what Autopilot applied on its own and pauses those automatic changes for one hour if it sees more than 20 of them in an hour, one price change of 25% or $2,500 in a single step, or 3 automatic changes undone by your team in a day. A pause is not a Stop and it is not you turning anything off: your dial is unchanged, approval cards still work, everything the assistant proposes still arrives, and the pause clears itself when the hour is up. You get a bell notification with the reason, the card shows it with a Resume now button, and the audit log records the pause and the resume. It is off by default while the thresholds are tuned on real activity.