Settings

Autonomy modes per action type, working hours, voice, signature.

Autonomy

Suggest drafts only. Confirm runs unless rejected within a grace window. Auto runs immediately with 24-hour undo. Hard rules apply regardless of mode (no first-time-contact emails, no Closed Won/Lost edits, no >3 emails/contact/day).

Send email

Replies, follow-ups, intros.

Book meeting

Propose times, send invites.

Reschedule meeting

Move existing meetings, notify attendees.

Log CRM activity

Auto-log calls, meetings, emails.

Update CRM field

Stage, next step, MEDDIC fields.

Create contact

From email signatures or LinkedIn.

Create task

From meetings or emails.

Post to Slack

Per-deal channel updates.

Do-not-act windows

Time ranges when the assistant only suggests, never executes.

Default: nights and weekends in your local time zone. Configurable once authentication ships.

Email signature

Used when the assistant sends-as-you. We never proxy email; outbound goes through your Gmail/Outlook account.