Documentation Index
Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt
Use this file to discover all available pages before exploring further.
The Autonomous Mode page
Navigate to Administration > Company Settings > Automation to reach the Autonomous Mode landing page. The page displays all existing automation configurations in a table showing the Name, Intent, Mode, Source, Source Value, Trigger, and Certainty for each rule.- To create a new rule, press “Add automation”.
- To edit an existing rule, click anywhere on the relevant row to open the configuration pane.
Configuring an automation
When creating or editing a configuration, you’ll see the following fields:Name
Enter a unique name for your automation configuration.Intent
Select the intent you want to automate. You can only automate intents that have been configured with fields in your Company Settings.Mode
Choose how the automation is applied to requests.- Complete Cart
- Line Item
Automates the entire request on an “all or nothing” basis. All fields in both the summary and the product cart must be validated for the order to be automated.Example: If an order has 50 products and just one is missing a quantity, the entire order is flagged for manual review.
Source and Source Value
Select the inboxes or areas you want to automate.To avoid conflicts: you cannot select a specific inbox if its area is already used in another rule, and you cannot select an area if an inbox within it is already part of another rule.
Senders
Create a sender list to include or exclude specific emails, domains, or accounts from this automation.| Field | Description |
|---|---|
| Mode | Choose Include to only automate requests from senders on your list, or Exclude to automate everyone except those on the list. |
| Source | Specify whether your list contains emails or accounts. |
| Upload | Provide your list as a CSV file with all entries in a single column. For email lists, you can mix full addresses and entire domains (formatted as @example.com). |
Certainty
Set the minimum confidence score (0–100%) the AI must have in the identified intent for a request to be automated.Automation Prevention
Decide whether errors or warnings on a request should block it from being automated.This feature may not be available for all customers. Contact your Customer Success representative to enable it.
Conditions
Set specific conditions based on product cart fields to determine whether a request is eligible for automation. For example, you could require that an order total is below $100,000. The available conditions change depending on the Mode you selected — see the section below.A deep dive into conditions
Conditions let you define precise rules for automation eligibility. Their behaviour differs depending on whether you’re using Complete Cart or Line Item mode.Complete Cart mode
You can set one condition that applies to the order as a whole.- Logic: The condition is based on the sum of a numerical field in the product cart. Available operators:
=,>,<,!=. - Example: Only automate orders where the sum of the unit price is less than €2,000.
Line Item mode
You can set up to two conditions that apply to each individual line.- Logic: Conditions apply to specific fields of each line item and can be joined by an AND/OR operator.
- For non-numeric fields (e.g. product colour):
=or!= - For numeric fields (e.g. quantity):
=,>,<,!=
- For non-numeric fields (e.g. product colour):
- Example: Only automate lines where the product colour is blue.
Duplicating configurations
To save time when setting up a new rule that’s similar to an existing one:Update the values
The configuration pane will open with the duplicated values. Update any fields as needed.