Manual and Auto: choose how much the Suresign agent does on its own

Every chat with the agent has a mode. You pick it in the chat’s Permissions menu, beside the box where you type.

• Manual always asks before anything reaches someone. The agent prepares the work and shows it on a card, and nothing happens until you approve it.
• Auto puts the agent on autopilot. It does what you ask straight away, then tells you what it did.

Every chat starts in Manual.

The two modes side by side

Manual: the agent asks first

In Manual, the agent does the reading, drafting, and preparing, then stops. Anything that would reach another person, or change a document, appears on a card in the chat and in Needs you. The card shows exactly what will happen: who gets what, and when. You select the button to confirm, or decline it. Manual is the right mode when you want to check each step, when a document is new to you, or when you are working on something important.

Auto: the agent on autopilot

In Auto, you give the agent a job and it carries it out. Ask it to “send the NDA to Dana Lee and remind her in three days”, and it sends the NDA, sets the reminder, and tells you both are done. You don’t press anything along the way. Each thing it did still shows on its card in the chat, marked Done on Auto, or Accepted on Auto for a change to a draft. You can see exactly what happened, in the same place you would have approved it.

What still asks on Auto

Auto acts on what you asked. It does not take risks you didn’t ask for:

• Deleting and cancelling always wait on a card, however you ask.
• Addresses it isn’t sure of wait for you. If the agent found an email address in a document, or wrote one itself, the card marks it Found in the document or Check this address, and nothing goes to it until you confirm it.
• Questions are still asked. If the agent needs something only you know, such as which of two Danas you mean, it asks rather than guessing.

What never happens, in either mode

The agent can never sign or approve for anyone, get past an access code, delete anything for good, or change security settings, API keys, webhooks, or billing. Auto doesn’t change that.

Switch a chat to Auto

To go back, open the same menu and choose Manual. Anything already done stays done. If you don’t see the menu, Auto isn’t offered in your workspace. That can be because of your plan, because an admin turned it off, or because your role is Viewer.

For admins: turn Auto off

On Business, Auto is there for everyone, and nobody is on it until they pick it: each chat still starts on Manual. If you’d rather every chat in your workspace asks first: Turning it off puts every chat on Auto back on Manual at once, and the menu goes away. Set it back to Allowed to offer Auto again. Auto acts as the person using it, with their role. A member on Auto can do only what that member could approve on a card. Viewers can’t put a chat on Auto.

Auto and automations

Both let the agent work without you pressing a button each time, but they do different jobs: Chats on Auto and automations are set separately. Allowing Auto doesn’t make automations run on their own, and allowing reminders and extensions to run on their own doesn’t put any chat on Auto. See Automations. AI assistants connected to Suresign, such as Claude or ChatGPT, never use Auto. Every send from an assistant is still confirmed by you. See AI assistants.

On the record

Everything done on Auto is in the document’s history like any other step, marked with the agent on Auto. It is never written down as something you approved, because you didn’t approve it separately. It also appears in the agent’s Activity.

Next steps