Connect by JBRH Open Connect

The four autonomy modes

off disables the channel entirely. draft_only writes a reply and stops, without asking anyone. ask_before_send writes a reply and puts it in front of a person, who must say yes before it goes. autonomous sends within the gates. The pair to keep straight is the middle two: both hold the message, only ask_before_send requests a decision.

Status
Available What this means
Audience
both
Channels
emailwhatsappsmsphone
In the app
#/autonomy
Last verified
Product version
6.3.2

The difference that costs people a week#

draft_onlyask_before_send
Connect writes the replyYesYes
It appears in Waiting For YouNoYes
Anyone is notifiedNoYes — it is a queued decision
It can be sent by one clickNo — send it from the conversationYes — approve
Saying nothing meansIt stays unsent, permanently and by designIt stays unsent until someone decides
What it is forWatching what Connect would say, without asking anyone to keep saying noKeeping a person in the loop on every outbound

The intent behind draft_only is the part that gets lost. It is not a stricter ask_before_send; it is a silent one. A workspace evaluating Connect on a live mailbox uses it to read a fortnight of drafts at leisure and judge the quality, without an approval queue nagging anybody and without the risk that a tired approval sends something nobody read. Because it never asks, nothing accumulates as a task. Because it never asks, nothing goes out either.

Each mode in full#

off
The channel is disabled. Connect does not draft on it, does not queue anything for it and does not place calls on it. Inbound messages are still received and still appear in Conversations — turning a channel off is a decision about output, not about blindness. Use it when a mailbox is being migrated, or when a number is registered but not yet meant to be answered by Connect.
draft_only
Connect does the whole job up to the send: it reads, grounds the answer in Knowledge and Memory, writes the reply, and stops. Nothing enters the approval queue. The draft sits with the conversation, where a person can read it, edit it and send it by hand if they choose.
ask_before_send
Every outbound on that channel becomes a held action with a decision attached. It appears in Waiting For You and in Needs You, alongside the message it answers, and it goes out unchanged the moment somebody approves it — through the same send boundary a person's own send uses.
autonomous
Connect acts without asking, within the gates. The gates are not optional and not part of the mode: a suppressed or do-not-contact recipient, a spent daily allowance, a channel with no provider that can carry the message, and the workspace budget all still refuse. An autonomous channel therefore still produces refusals, and they are recorded.

Choosing one#

  1. Start a new channel at ask_before_send.

    Result You see every reply before a customer does, and the queue tells you how often Connect is right without you having to sample.

  2. If the queue is becoming a chore and the approvals are almost all straight yeses, move the channel to autonomous and keep ask_before_send on the contacts that matter most.

    Result The narrowest scope wins, so the exceptions survive the channel-wide change. See Exceptions to a rule.

  3. If you want to read Connect's judgement without committing to a queue, use draft_only for a fixed period and set a reminder to review.

    Result Nothing is sent, nothing is asked, and the drafts are there to read against the messages that prompted them.

  4. If a channel must go quiet — an out-of-hours number, a mailbox mid-migration — set off rather than emptying the credentials.

    Result Inbound keeps arriving and stays readable; only the output stops, and the change is one field to undo.

What each mode does not change#

None of the four modes changes how Connect *reasons*. Triage, grounding, research and drafting run identically under all of them; the mode decides only what happens to the finished action. That is why a draft_only workspace is a fair test of quality — you are reading the same output an autonomous workspace would have sent.

None of them changes what Connect is allowed to know, either. Memory resolves through the same four tiers whatever the mode is, and a block recorded against a contact holds across every channel regardless. A mode is a rule about sending, and it is only that.

Questions#

Which mode is the default for a new workspace?

Nothing goes out until somebody chooses. Treat ask_before_send as the position to start from and move outward once the queue has taught you what Connect gets right on your own mail — that is the sequence giving you evidence before it gives you volume.

Does autonomous mean Connect can do anything on that channel?

No. It means Connect does not stop to ask. The gates no mode can switch off still apply, and some actions are outside the Connect Assistant's rights entirely — it cannot quote pricing and it cannot clear a do-not-contact entry, whatever the channel mode says.

I set draft_only and Waiting For You is empty. Is it broken?

That is draft_only behaving as specified: it prepares and never asks. The drafts are on the conversations, not in the queue. If you want them queued for a decision, the mode you want is ask_before_send.

Can one channel be off while the others run?

Yes — the mode is per channel, and a workspace running email autonomous, voice ask_before_send and SMS off is an ordinary configuration.