Workflows automate steps. Autopilot pursues outcomes. Set the ultimate goal and a goal for every stage — the agent engages every opportunity in the pipeline, drafts every touch for your approval, and closes itself out only when the win is real.
Autopilot is included on the Pro and Agency plans.
Every Autopilot pipeline carries an ultimate goal — written in plain English and tied to a goal product group — plus a goal for each stage. All of it is editable in one place: the Agent Goals panel, right on the workflow canvas.
Turn every qualified lead into a paying customer.
The shape of the Agent Goals panel — one ultimate goal, one goal per stage, one panel on the canvas.
Autopilot doesn't cherry-pick the warm ones. It works every open opportunity in the pipeline toward that opportunity's stage goal — the lead that arrived a minute ago, the deal that's been sitting in proposal for weeks, and everything in between.
Wherever an opportunity sits, Autopilot engages it toward that stage's goal — and keeps at it until the deal moves, completes, or you tell it to stand down.
Deals reach Autopilot from a workflow's Handoff-to-Autopilot node, or from the pipeline's own Autopilot workflow. See the workflow engine →
Pick your industry and its workflow suite arrives with Autopilot goals already filled in. Edit them on the canvas whenever you like.
Autopilot never declares victory on a hunch. A deal completes only on a verifiable event in your books — a real, recorded order for a product in your goal group. If the money isn't real, the win isn't either.
Deterministic by designStage goals can complete on an appointment booked, a product purchased, a stage advance, or your manual say-so. But the ultimate win is never an AI judgment call — it's a recorded paid order, checked server-side against your goal product group.
The moment you or a teammate steps into a conversation, Autopilot steps back — and everything it wants to send waits for your yes first.
The moment a teammate is active on a deal, Autopilot goes quiet. The CRM shows a teammate-active badge so the whole team can see who has the conversation.
After the human goes quiet, Autopilot waits out a cooldown before picking the deal back up — three days by default, settable anywhere from 0 to 90.
Take Autopilot off any single deal, any time. Paused deals are re-checked about twice a day; stopped deals stay stopped.
Every outbound agent action — text, email, call — waits in your Approvals queue first. One exception: compliant speed-to-lead calls can auto-approve when live dialing is enabled.
When your approved playbook copy matches the moment, it replaces the agent's draft. Your words go out — not improvisation.
Consent checks, TCPA/DNC scrubbing, calling hours, and fatigue limits apply to everything Autopilot does. STOP always halts everything, instantly.
There are exactly two AI names to know in Sales Team Toolbox — one voice, one brain.
The AI teammate who does the talking — she handles the conversation on text, email, and phone, and books the appointment. Meet Arianna →
The goal engine — it reads your pipeline's goals, decides which deal Arianna works next and toward what, and closes a deal out only on a recorded win.
Autopilot comes with the Pro plan and the Agency plan — it isn't part of the Starter plan. Both include the goal engine on your pipelines, with usage for calls, SMS, and AI metered from your wallet and your monthly credit applied first.
Not without you seeing it first. Every outbound action Autopilot lines up — text, email, or call — waits in your Approvals queue before it goes anywhere. The one exception: compliant speed-to-lead calls can auto-approve when you have live dialing enabled. And where your approved playbook copy matches the moment, it replaces the agent's draft entirely — your words go out. Compliance rails run on top of all of it: consent checks, TCPA/DNC scrubbing, calling hours, fatigue limits — and STOP always halts everything.
Pause or stop Autopilot on any individual deal, any time. Paused deals are re-checked about twice a day, so a pause takes hold quickly; a stopped deal stays stopped. And you don't have to touch anything to protect a conversation you've joined — the moment a teammate is active on a deal, Autopilot backs off on its own.
Deterministically. A deal completes only when a real, recorded paid order exists for a product in the pipeline's goal product group. Autopilot never uses AI judgment to declare victory — if the money isn't in your books, the win doesn't count.
Autopilot steps back the moment you or any teammate is active on a deal, and the CRM shows a teammate-active badge so everyone can see who has it. It stays quiet while a human is engaged and resumes on its own once things go still — after three days by default, adjustable anywhere from 0 to 90.
Autopilot is included on the Pro and Agency plans. It isn't part of the Starter plan — see the pricing section for exactly what each plan includes.
Autopilot is included on the Pro and Agency plans. Read how Autopilot works in the docs, or see the workflow engine that hands deals to it.
Get started on ProRead the docs