Configure Autonomy Policies

Choose which playbooks run automatically, which need approval and which are switched off, set hourly limits, and turn on AI ticket triage.

Every playbook run passes through the policy engine. For each playbook you decide how much the AI and your automation rules may do.

Before you begin

AI Autonomy is part of the Enterprise plan. If your workspace is on another plan you will not see the AI Autonomy menu.

Modes

  • Disabled. Nobody can run the playbook. A request is refused and recorded.
  • Suggest only. The AI may suggest it. Each run waits in Approvals until a person approves it.
  • Requires approval. Each run waits in Approvals until a person approves it.
  • Fully automatic. The run starts straight away, up to the hourly limit.

Defaults

If you have never set a mode for a playbook, Read-only playbooks run automatically and all others are Suggest only. The library shows the mode that applies, including the default.

Change a playbook's mode

On AI Autonomy β†’ Playbook library, every playbook card has four buttons: Off, Suggest, Approve and Auto. Click one to change the mode. The change applies at once.

You can also open the playbook and change the mode under Who may run it.

Set an hourly limit

Open the playbook, enter a number in Max automatic runs per hour and click Save cap. Leave it empty for no limit. Once the limit is reached, further requests that hour are refused and recorded.

Turn on AI ticket triage

AI ticket triage is set at the top of the AI Autonomy page. It is off by default.

  • Off. New tickets are not classified.
  • Suggest or Approve. New tickets are classified and get an internal triage note. No playbook runs.
  • Auto. New tickets are classified, and the matching read-only diagnostic playbook runs on the ticket's linked device.

See Use AI Ticket Triage for what the triage note contains.

Find playbooks by mode

Use the mode filter, or click Fully automatic at the top of the page, to see every playbook that runs without approval.

Was this article helpful?

Configure Autonomy Policies β€” AI Autonomy | Plenix Cloud Docs