SSalesCrew

Agents · 10 min · reviewed 2026-09-06

How do I switch on AI agents safely with review mode?

Every agent starts in review mode: it drafts, a person approves. Turn one agent on, watch its drafts in Approvals for a few days, then move it to auto for the actions you trust. Guardrails cap what auto mode may do per day.

What you will need

  • Admin role. AI features on (Settings → AI).

Steps

  1. 1

    Step 1

    Open Agents. Each card shows the agent, its mode and its last run.

  2. 2

    Step 2

    Click an agent → Enable. Mode stays Review.

  3. 3

    Step 3

    Open Policy and read the allowed tools; untick any you do not want yet.

  4. 4

    Step 4

    Under Guardrails set the daily limits (messages, records changed).

  5. 5

    Step 5

    Work the Approvals queue for a few days: approve, edit or reject each draft. Rejections teach the policy.

  6. 6

    Step 6

    When drafts are consistently right, set the mode to Auto for that agent.

Common errors

No runs
the agent's trigger has nothing to do (no new replies, no jobs). Use Run now to test.
Runs stop
the daily cap or the AI spend cap was hit. Raise it under Guardrails or Settings → AI.
Kill switch
the red button on the Agents page pauses every agent at once. Nothing is lost.

How you know it worked

The agent's card shows a recent run and Approvals lists its drafts.

Where this goes in SalesCrew

Agents → an agent shows runs with drafts waiting in Approvals. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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