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Part 2 · Set up

Autonomy stages

How much runs without you. Four stages, and none removes your approval on a message.

01What it is

A setting on your workspace that decides how much the system does on its own. It is database state and every check reads it server-side.

02Why it exists

Autonomy is earned by evidence rather than granted by preference. The reason to move up a stage is that you stopped editing drafts, and the reason to move down is that you started again.

No stage removes your approval on a message to a named person. Higher stages widen what the system decides on its own: which experiment gets budget, when a follow-up goes, what gets tried next.

03How to use it

  1. 01Start at stage 1. It drafts and you approve everything.
  2. 02Move to stage 2 once you approve most drafts without editing.
  3. 03Use the global pause rather than dropping a stage when something looks wrong. It takes effect at every stage immediately.
  4. 04Check your plan. Higher stages need a higher tier and the gate enforces it.

04What good looks like

You give it
Two weeks at stage 1 with a falling edit rate, then a move to stage 2.
You get
Routine sends go inside the limits you set, and exceptions still come to you.
Why
Stage 2 sends within limits and surfaces anything below the confidence bar.

Derived from the rules in the code

05What weak looks like, and what it costs

You give it
Stage 3 on day one.
You get
The gate refuses. The stage is capped by your plan, and the drafts still need approval that nobody has read.
Why
The pre-send gate checks the stage against the plan and refuses with a named reason.

Derived from the rules in the code

06Read next

Autonomy stages · InstinctGTM