AI Agent settings

Control AI Agent safety, autonomy, channels, reviewer rules, and workspace policy defaults.

6 min readUpdated June 2026

Open settings

Open AI Agents, then choose Settings.

AI Agent settings page with safety toggles, autonomy level, allowed channels, reviewer assignment, SLA settings, and policy warnings.

Settings to review

Autonomy level: recommend only, draft for approval, or approved automation if available.
Allowed channels: email, SMS, call task, voicemail, cadence, or internal task.
Reviewer routing: owner, manager, team queue, or admin.
Evidence requirements: source links and audit trail.
SLA rules: first touch, overdue follow-up, and manager alerts.

Recommended default

Start with draft-for-approval.
Require source evidence on every proposed action.
Limit SMS and voicemail to reviewed workflows.
Review run history weekly before increasing autonomy.

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