Autonomy levels

What it is

Every kind of task Rufio performs — drafting a follow-up, booking an appointment, sending a reminder, preparing an invoice — sits at a level named Suggest, Review, or Automate. You control the level for each kind of task independently; there is no single master switch for "how much Rufio can do," and no task is promoted to a higher level without you agreeing to it first.

• Suggest. Rufio prepares the work and waits for your approval. Review it, change it, or send it back. Keep any task here for as long as you want.
• Review. You authorize that kind of task to run within your rules. Rufio acts, then shows you the result. This is review after the action; choose Suggest if you want to approve each action first.
• Automate. Routines you enable run within your rules, with activity available to inspect. You choose what runs, its timing, and its limits, and can adjust or pause it.

The controls also include Shadow, a draft-only mode that does not take real action. Use it when you want to observe a proposed workflow before authorizing it.

The level is set per task, not per business. Invoice drafting can run at Automate while new-customer quotes stay at Suggest indefinitely, if that's how you want to run things. Turning one dial up does nothing to any of the others.

How it works

Start with work prepared for your review: a message, a booking, or an estimate. Approve it, change it, or send it back. Save useful corrections as rules so Rufio can apply your preferences to similar work. You can review and change those rules as your business changes.

If you want a routine to run with fewer approval steps, review its rules and choose the appropriate level. Rufio can propose a change in permissions, but only you can grant it. Reminders, confirmations, and recurring reports are examples you might choose to automate. Quotes, unusual requests, or sensitive messages may stay at Suggest indefinitely. There is no schedule for increasing automation and no expectation that you will.

Turning a level back down is immediate and doesn't require any setup: one sentence is enough. Tell it "check with me on invoices again" and invoice drafting drops back to asking first, starting with the next one. There's no waiting period, no form, and no need to explain why — the level moves the moment you say so, in either direction.

None of this happens invisibly. Rufio doesn't quietly raise a task's level on its own because it decided its own track record earned it — it proposes, and only your answer changes anything. The same asymmetry runs the other way too: you don't need Rufio's agreement to move a task back down, only your own say-so.

Boundaries

This page covers the dial itself, not the handful of things that stay off the table no matter how high a task's level goes or how long it's been running cleanly — see Limits and boundaries for those. Moving invoice drafting to Automate, for example, doesn't change the fact that Rufio never moves money on its own.

It also doesn't cover what Rufio actually is or the difference between AI judgment and exact software operations — see What Rufio is for that distinction; the level only controls whether a piece of judgment work waits for you, not whether the totals and records underneath it are trustworthy. And it doesn't cover which specific capabilities exist to have a level in the first place — see Every capability for the full list.

Related

• What Rufio is — the distinction between AI judgment and exact software operations that the levels apply to
• Limits and boundaries — what stays off the table regardless of level
• Every capability — what each capability actually is, and whether it needs setup before it can run at all