Autonomy Tiering For Client Workflows

Autonomy tiering assigns every client-facing workflow a level from 1 (drafts only, human sends) to 4 (acts unsupervised on CRM and messaging data), then sets review checkpoints and monitoring to match. The tier, not the tool, determines liability. Agencies that tier explicitly can sell higher-autonomy builds at higher retainers because the risk is priced, documented, and bounded; agencies that skip tiering discover the ceiling during an incident. The evidence for caution is concrete: Pact0 ran 13 blind agent sessions against its own onboarding flow with a 30-turn limit and only 3 of 11 agents completed the full loop, roughly 27%. A WhatsApp broadcast flow built on AiSensy or a nurture sequence in ActiveCampaign may sit comfortably at tier 2, while an agent that writes lead scores into a client CRM belongs at tier 3 with sampled human review. Tier first, then choose the platform.