Draft, Controlled, Auto and Full: how much an agent does on its own

What it is

Every agent has an operating mode. In Draft, everything the agent wants to send waits in the Inbox until a person approves it. The other three modes let it send some work on its own, inside the rules you set.

Where to find it

Office › Agents, click an agent, then use the Mode menu in the header or the Operating mode cards on the Setup tab.

The Setup tab of an agent with the four Operating mode cards and the In force now summary

Change the mode

  1. Open the agent's page.
  2. Pick a mode in the Mode menu, or click a card under Operating mode.
  3. For any mode other than Draft, Argus asks first and says what the agent may now send without asking. Confirm with Switch to Controlled (or the mode you picked).
  4. Check In force now on the right. It says how many of the agent's actions go on their own.

The four modes

ModeWhat the agent does
DraftEvery reply is a draft that waits for your OK.
ControlledSends on its own when a reply clears the thresholds, the risk rules and the fact check. The rest waits for your OK.
AutoReplies to every eligible conversation on its own, with the basic guardrails.
FullAlso sends follow-ups, closes and snoozes conversations on its own.

The header chip says where the agent stands: On, drafts only, On, sending, Paused, Needs a tool, Needs a look or Not hired.

Good to know

  • The mode applies at once. You can switch back to Draft at any time.
  • A hand-off to a person is never sent on its own, in any mode.
  • Only a workspace admin changes the mode. For everyone else the menu is read only.
  • The mode needs at least one hired duty. An agent that answers customers also needs a connected help desk before it can leave Draft.
  • On a duty's own page the same choice shows as Draft or Live plus a level: Shadow, Asks first, Routine or Full. Draft sends nothing whatever the level.
  • Pause stops the agent's runs without changing its mode. Resume starts them again.
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