AI Automation

Autonomy Levels

Configure how independently Keva operates

The autonomy level is the five-step control in the Copilot settings. It sets the default reply confidence threshold, the maximum ticket complexity eligible for auto-send, and the action approval mode. Reply delivery is controlled separately.

The Five Copilot Levels

These are the labels shown by the Copilot screen:

LevelCopilot labelReply confidence thresholdMaximum complexity eligible for auto-sendAction approval
1Suggest OnlyAuto-send disabledEasyAll need approval
2Low Auto95%EasyAll need approval
3Medium Auto90%EasyLow-risk actions may auto-approve
4High Auto85%Easy/MediumLow-risk actions may auto-approve
5Full Auto75%All (Easy/Medium/Hard)Low-risk actions may auto-approve

The threshold and complexity values are eligibility gates, not guarantees. A reply must also pass the executor's safety and grounding checks.

Level 1 — Suggest Only

Auto-send is disabled. Keva drafts replies and all replies and actions need approval.

Level 2 — Low Auto

Easy replies at 95% confidence or higher can be eligible for auto-send. Every action still needs approval.

Level 3 — Medium Auto

Easy replies at 90% confidence or higher can be eligible for auto-send. Low-risk actions may auto-approve; other actions remain in the approval path.

Level 4 — High Auto

Easy and medium replies at 85% confidence or higher can be eligible for auto-send. Hard tickets stay in the approval path. Low-risk actions may auto-approve.

Level 5 — Full Auto

All complexities (easy, medium, and hard) at 75% confidence or higher can be eligible for auto-send. Low-risk actions may auto-approve, but the executor's other gates still apply.

What the Executor Checks

The confidence threshold and complexity cap are only part of the decision. The executor can keep a reply in review when it has a frustrated or angry sentiment, an always-escalated category, a draft validation problem, a required staff follow-up, an ungrounded answer, or another safety hold. A hard ticket therefore does not auto-send at Level 4, even when its confidence is high.

Action approval is a separate path from reply delivery. The level mapping allows low-risk actions to auto-approve only at Levels 3–5; it does not remove Trust Controls, customer-confirmation settings, action limits, or other approval gates.

Setting Your Autonomy Level

Delivery and Approval Caveats

Reply delivery is an independent release switch. When reply delivery is suspended, Keva still drafts replies but does not send them, even after approval. Choosing a higher autonomy level never by itself guarantees a customer-visible send.

When delivery is open, an eligible auto-send still needs to pass the confidence, complexity, sentiment, category, draft, grounding, and staff-follow-up checks described above.

The Ask customer before executing actions setting makes customer confirmation available to the agent. It does not guarantee that every action waits for customer confirmation.

Choosing a Level

Start with Level 1 or 2 while reviewing every result. Level 3 adds limited low-risk action automation while keeping the easy-complexity cap. Levels 4 and 5 widen reply eligibility, but the approval and delivery gates remain active. Increase the level only after reviewing the quality of the drafts and approvals at the current level.

Monitoring by Level

LevelReview Approach
Level 1-2Review every draft and approval
Level 3Review eligible auto-send decisions and all approvals
Level 4-5Monitor eligible auto-send decisions, escalations, and action approvals

Adjusting Over Time

Signs to Increase Level

  • High approval rate
  • Few edits to AI responses
  • The team is ready to review the wider eligibility range

Signs to Decrease Level

  • Customer complaints about responses
  • Frequent incorrect actions
  • Important nuances being missed

FAQ

Can I change levels mid-ticket?

Yes. New handling decisions use the saved level; an approval already in progress can retain its current state.

Does level affect all ticket types?

The level sets default reply and action behavior, but Trust Controls and the executor's safety gates can still require review for a specific ticket or action.

What happens to pending approvals when I increase level?

They remain in the queue and do not become automatically approved just because the level increased.

Can different team members have different levels?

The autonomy level is organization-wide. Use the existing roles and approval controls to manage who can review or approve work.