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.

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When autopilot is off

FirstQuadrant will:

  • Generate and draft the next steps (like email replies, follow-ups, imports)
  • Add these steps to the Actions list for manual review and approval
  • Not execute any steps automatically

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When autopilot is on

  • FirstQuadrant executes next steps immediately after planning them—no human-in-the-loop required
  • This applies only to the specific context where autopilot is enabled
  • Use with caution: enabling autopilot should reflect your confidence in the system’s recommendations and safeguards

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.

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Where autopilot is used

Autopilot can currently be toggled in four main areas of the product:

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Campaigns

Autopilot can be activated when setting up a campaign sequence.

  • Effect: Email sequences are sent without requiring manual approval of each message
  • Additional campaign-specific setting: You can choose to turn autopilot off for contacts with an existing conversation history. This ensures FirstQuadrant doesn’t reach out to people you’ve already been in touch with, unless explicitly approved

This allows you to:

  • Fully automate outreach to new leads
  • Maintain control over ongoing conversations

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Fine-tuning rules (Email and Note)

Autopilot can be enabled for both email and note-based fine-tuning rules.

  • When enabled, FirstQuadrant will automatically respond and take the next best steps based on the rule’s instructions
  • If multiple fine-tuning rules are triggered simultaneously, autopilot will only activate if all triggered rules have autopilot turned on
  • If at least one rule has autopilot off, the response will be held for manual approval and appear in the Actions list

Examples:

  • Automatically confirming a meeting reschedule
  • Sending a reminder if a lead postpones the conversation

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Nurturing

Nurturing rules, when combined with autopilot, allow FirstQuadrant to take action on long-term lead engagement tasks.

  • The same rule as above applies: all applicable rules must have autopilot on for it to execute without human review

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Suggestions

Autopilot can also be used for AI-based contact suggestions.

  • When suggestions are enabled, FirstQuadrant scans your email and calendar to suggest contacts worth importing
  • If autopilot is off, these contacts appear as manual suggestions
  • If autopilot is on, FirstQuadrant will automatically import sales-relevant contacts into your workspace without manual review