How to configure agent autonomy levels in HelloGrowthCRM
Tune AI agents from suggest-only to fully autonomous. Per-action autonomy, approval queues, audit trails.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the AI Agents section to browse more guides, compare related tasks, and choose a better starting point.
View all AI Agents guidesHelloGrowthCRM gives you 4 levels per agent: Off / Suggest / Approve / Auto. Each level applies per action.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •Owner or Admin role
- •Clear sense of what to automate fully
- •10 minutes
- 1
Settings → Agentic AI → Autonomy
Settings → Agentic AI → Autonomy.
- 2
Understand four levels
Off, Suggest, Approve, Auto.
- 3
Set per-agent autonomy
NBA, Voice Agent, Post-Call, Cold Campaign, Deal Risk.
- 4
Set per-action autonomy
Send email = Approve, Update score = Auto, Charge card = Off.
- 5
Approval queue
Inbox → Approvals. Bulk approve common patterns.
- 6
Set guardrails
Don't auto-send emails > 500 words. Don't auto-charge > ₹50K.
- 7
Allow rep override
Senior reps can set own NBA autonomy higher.
- 8
Audit log
All actions log: agent, action, level, approver, timestamp.
- 9
Cost tracking
Auto-actions cost more aggregate; tune.
- 10
Periodic review
Monthly review: actions per agent, false-positive rate, time saved.
Frequently asked questions
Default autonomy?▾
Suggest only. Err on side of caution.
Different per role?▾
Yes — Sales Reps may have lower than Owners.
AI mistakes covered by insurance?▾
Errors fall under SLA. Auto-actions you enabled are your responsibility. Recommend Approve mode first 30 days.
Can a single action be Auto for some leads, Approve for others?▾
Yes — conditional autonomy: Auto for low-stakes, Approve for high-value.
Voice agent autonomy?▾
Always requires explicit setup. Within calls, response autonomy configurable.
Can I revoke an Auto action?▾
Yes within 1 hour: Audit log → click → Reverse.
Related articles
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in AI Agents or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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