Business setup
Set AI interaction preferences
Choose the permitted interaction mode for supported business actions.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/agents
1. Open AI interaction
In Agents, open AI interaction.
Expected result: The preference groups and current policy fields are shown.
Confirm it worked: Read the current mode before changing it.
2. Choose an action policy
Review Email actions and other available groups. Choose the supported mode for each group, such as allowing an action or requiring a proposal/approval.
Expected result: The controls reflect your selected policies.
Confirm it worked: Use a more restrictive policy when you want to review a draft before sending.
3. Review special modes
If selecting Ludicrous, read the resulting policy controls and summary. Add Custom conditions where the form supports them.
Expected result: Preference-controlled actions normalize to the allowed setting in Ludicrous mode.
Confirm it worked: Permissions, project scope and mandatory approval boundaries still apply.
4. Save preferences
Click Save AI preferences and inspect the saved policy controls.
Expected result: The configured policy is saved for your account.
Confirm it worked: Refresh and reopen AI interaction and confirm the fields still represent your choices.
Troubleshooting and alternatives
Interactive writes, roster reviews and verified inbound email automation have different execution boundaries. A preference does not grant extra project permissions or authorize every tool.
When uncertain, use approval/proposal and review the exact draft. Changing preferences does not send an existing draft.