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AutomationReply Modes and Autonomy

Reply Modes and Autonomy

Automation is controlled by four settings. Keeping them separate is what makes it safe. Read this page before you change anything.


SettingWhat it decidesWhereWho changes it
Fan’s reply modeWhat is allowed for this fanThe fan’s card, in the dashboard or the side panelChatters
Creator’s reply modeThe mode for fans who have none of their ownCreator Studio → ToolsManagers and owners
The autopilot works onWhich groups of fans autopilot handles right nowSide panel → AutopilotChatters
What the autopilot may do in the extensionWhether a chatter may turn those groups on at allCreator Studio → ToolsManagers and owners

Think of a plane. The reply mode says where the plane may fly. Autopilot says whether it is flying itself right now, and over which chats.

Everything must agree before a message goes out by itself. A fan on Draft and send gets nothing while autopilot is off. Autopilot working on Draft only fans sends nothing to anyone.


The three reply modes and who presses send in each

A person generates every draft and sends every message.

Use it for: your most valuable fans, any fan who needs judgement, and every creator for at least the first week.

Every new creator starts here, on purpose.

When autopilot is on and serves these fans, it writes a draft as soon as the fan writes, and the draft waits for a person. A person always sends.

Use it for: your main mode once a creator works well. Chatters find replies ready instead of empty boxes, and that is where most of the time is saved.

There is no sending risk: a draft nobody sends affects nobody.

Autopilot writes drafts and may send them without a person, if the manager allowed it and every safety check passes.

Use it for: many simple chats where a so-so reply costs little and no reply costs a lot. For example, fans in early small talk who would otherwise wait hours.


Open the creator in the dashboard, go to Tools and set the mode under Sending automation. It becomes the default for every fan of that creator, including fans nobody has touched yet and fans who are not in the CRM yet.

So raising the creator’s mode raises all fans who follow it, in one move.

Set it on the fan’s card: in the dashboard, or on the Fan or Autopilot tab of the side panel. It is the same switch everywhere.

Leave Same as the creator for almost everyone.

SituationSetting
A big spender on a creator who is otherwise automatedManual: every word written by a person
A demanding fan who needs judgementDraft only: draft prepared, a person sends
A small, low-risk chat on a manual creatorDraft and send

Sufflera never decides this from spend. A fan becomes manual because someone decided so, not because of a threshold.

The fan list in the dashboard has a checkbox on every row. Tick the fans, choose the mode and press Apply to selected. See Changing Many Fans at Once.


In Creator Studio → Tools, under What the autopilot may do in the extension, a manager decides how much of this a chatter may actually turn on:

SettingDefaultWhat it does
Autopilot available for this creatorOnOff turns off the whole Autopilot tab for this creator in one move, without touching the two below
May serve fans set to “Draft only”OnAutopilot writes replies for those fans and leaves them for a person
May serve fans set to “Draft and send”OffAutopilot writes and sends to those fans

What the autopilot may do for this creator: draft-only allowed, draft-and-send off

The third setting is the one that lets messages go out without a person reading them. Turning it on asks you to confirm and saves your consent, with your IP address and browser, in the account’s consent log.

Chatters can see these settings but cannot change them.


Every creator has an emergency stop, in two places:

WhereWhat it is called
Creator StudioEmergency stop — freeze auto-sending
Side panel, Draft tabPause

It is on purpose not on the Autopilot tab. Next to a line that says Autopilot is off, a button that stops the whole team would look like it stops only this tab, and stopping the whole team is not a chatter’s job. Start / Stop on that tab does exactly what it says, in this browser only.

The emergency stop instantly stops all automatic sending for that creator, whatever the modes and whatever autopilot is doing. A fan’s own setting cannot get around it.

Use it the moment something looks wrong. It is instant and costs nothing.

It is a creator setting, so managers and owners use it. A chatter who needs everything stopped right now turns off autopilot on their own Autopilot tab (that stops all automatic sending in their browser at once) and tells a manager.


What is checked before every automatic send

Section titled “What is checked before every automatic send”

Automatic sending is not just “the mode allows it”. Every message is checked on its own.

Always, and these cannot be turned off:

SituationWhy
The draft did not pass the automatic checkNothing unchecked is sent
The fan is newNew fans are never answered automatically
The chat changed while the draft was being writtenThe context is out of date

And the four stop rules below, which are on by default: a fan in distress, a complaint, a banned topic, and the creator’s night.

A held-back message does not disappear. The draft waits in the panel with the reason, and a chatter handles it.


For each creator you can choose situations in which autopilot stops and waits for a person. They are on the side panel’s Autopilot tab under A reply is held back when…, and a manager changes them in Creator Studio:

In the panelDefaultWhat it does
the fan may be in crisisOnNever answer a fan in distress automatically
the fan is complainingOnNever answer a complaint or refund threat automatically
the fan pushes a banned topicOnStop when the fan keeps pushing for something on the banned list, such as a real-life meeting. A reply in which the AI itself touches a banned topic is never sent automatically anyway
it is the middle of the creator’s nightOnNo automatic sending at night in the creator’s time zone

We strongly recommend keeping all four on.


Week 1 — Manual everywhere. Your team works by hand. You read drafts, tune the creators and get a feel for quality.

Week 2 — Draft only on your best creator. With autopilot on, drafts appear by themselves; people still send everything. Watch how much your team edits. That is your quality signal.

Week 3 — Draft only on all creators. Once editing is low and steady.

Week 4 and on — automatic sending, carefully. Turn on May serve fans set to “Draft and send” for one creator, and move single low-risk fans to that mode first, not whole creators. Read the autopilot log every day. Expand only when the results show it works.

Never automate: VIPs, open complaints, anyone in a payment dispute, and anyone your team tagged for manual handling.


  • Creator modes and the manager’s autopilot settings are changed by managers and owners. Chatters change a fan’s own mode.
  • Every automatic send is saved: the fan, the text, the time and the result.
  • A bulk mode change records what every fan was on before.
  • Chats where automation stopped and a person is needed appear in Needs attention on the dashboard, so nothing waits unseen.

Reply modes give permission. To actually run automation, see Autopilot.