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Ask, Review & Auto Modes

The mode sets how much the agent is allowed to do without you. Pick it per chat, and change it at any point in the conversation.

The three modes

ModeWhat it doesUse it when
AskInvestigates and answers. Reads documents and data but creates and changes nothing.You want answers, research or a second opinion, with no risk of anything being edited.
ReviewCreates and edits, but shows you its plan and waits for your approval first.The job is big or important — an estimate, a schedule, a batch of RFIs — and you want to agree the approach before it starts.
Auto (default)Creates and edits on its own, start to finish.You’ve described the job clearly and want the result without stopping to approve.

Change the mode

  1. In the message box, click the Mode button (the sliders icon, beside +).
  2. Choose Ask, Review or Auto. While the menu is open you can also press 1, 2 or 3.

The current mode is shown at the top of the menu, and when you hover the button. You can’t change it while the agent is mid-answer — wait for it to finish, or stop it.

Mode menu open above the message box with Ask (Investigates and answers), Review (Create and edit, requests approval) and Auto (Creates and edits autonomously) numbered 1 to 3

How Review works

  1. Ask for something, such as “Build a framing estimate for the main floor”.
  2. The agent investigates, then shows its plan with Approve this plan?
  3. Click Approve & continue to let it go ahead, or Request changes, type what should change, and click Send changes.

More on plans and approvals in Plans, Approvals & Questions.

Switching mid-conversation

  • A common pattern: research in Ask, then switch to Auto and say “Now build it.”
  • If you ask for something to be created while in Ask mode, the agent explains what it would make and may offer a Switch to Auto mode button.

Things to know

  • Permissions still apply. Chatting with the agent, in any mode, needs the Editor role or higher on the project. Viewers have read-only access and can’t send messages.
  • Routines run on their own schedule and create and edit like Auto mode.

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