The autopilot feature in FirstQuadrant enables automated execution of planned actions without manual approval. When turned on, autopilot allows FirstQuadrant to immediately send emails, respond to incoming messages, execute fine-tuned rules, apply nurturing logic, and import suggested contacts—streamlining workflows and reducing manual effort. It can be toggled on or off in four key areas: campaigns, fine-tuning rules, nurturing, and AI suggestions. By default, autopilot is off to ensure safety and control, and it only activates autonomously when all applicable rules agree. Use it to scale efficiently while maintaining oversight.
The autopilot feature in FirstQuadrant enables users to fully automate key parts of the sales process. While it appears in multiple places across the platform, its function is always consistent: when autopilot is off, FirstQuadrant plans actions but requires human approval to execute them. When autopilot is on, FirstQuadrant proceeds to automatically executeactions without manual confirmation.
Autopilot is off by default across the system to prevent unintended communication or actions.
FirstQuadrant will:
Note: Use autopilot thoughtfully. While it greatly increases efficiency, it’s important to ensure your logic, sequences, and rules are set up correctly to avoid undesired communications or actions.
Autopilot can currently be toggled in four main areas of the product:
Autopilot can be activated when setting up a campaign sequence.
This allows you to:
Autopilot can be enabled for both email and note-based fine-tuning rules.
Examples:
Nurturing rules, when combined with autopilot, allow FirstQuadrant to take action on long-term lead engagement tasks.
Autopilot can also be used for AI-based contact suggestions.