Choose how involved you want to be

Select a review level that suits your business and confirm the saved permissions that govern what Kite can do.

Before you begin#

Access to your Kite workspace. Keep your objective in plain language.

Follow the steps#

1. Open Your involvement on Execution. Read the current choice before changing it. Run it is the paid default, applied once when a workspace becomes paid. Later saved choices are kept, and subscribing does not start a mission.
2. Choose Review everything if you want each start under your control. You approve people and start conversations yourself. This option is available on Free and paid plans.
3. Choose Approve the person if you want to approve each person first. Kite then proceeds with the saved campaign and permitted follow-up. This is a choice on all paid plans.
4. Choose Run it if you want delegated work within your permissions. It is available on every paid plan and unavailable on Free. Kite asks when a decision cannot be settled from your context. Review the saved permissions and start controls before work begins. Automatic starts require their separate setting; a setting that is not shown in your workspace is not on.
5. Inspect View permissions and account controls. Research, sourcing, sending, message changes, follow-up and replies may have separate restrictions. A mission choice does not broaden a restrictive account setting.
6. Decide what should come back to you. Set useful boundaries around unanswered pricing, special terms, unusual requests and business judgment. Keep the owner responsible for decisions only the business can make.

The owner policy gives a new workspace's confirmed getting-started choices precedence over conflicting defaults. Automatic starts and re-engagement begin off, and Pause what isn't working begins on for confirmation. These settings reach workspaces in stages: inspect Autonomy and the mission page; a choice that is not shown there is not on. Existing workspaces keep their saved choices.

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Choose your involvement

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What you should see#

The involvement choice and saved permissions should express the authority you intend to give. Run it is available on every paid plan. If a paid account blocks it, check saved permissions and contact support before upgrading. A saved choice alone does not start a mission.

If something is missing#

If an option is unavailable, distinguish a Free-plan limit from a saved account permission or readiness issue. Do not let an agent relax restrictions to make a button available. If Kite asks an unresolved business question, provide the answer you can stand behind instead of approving an invented one.

Work with your agent#

Use the task below to prepare a useful next step. Give your agent current University guidance and only the business information it needs. Ask it to separate facts, assumptions and decisions that need your answer. If its tools cannot read something, the answer is unknown.

Explain the involvement choices for my first mission using current Kite guidance. Ask how much review I want and which actions I am comfortable delegating. Prepare a proposed permission summary and identify unresolved business decisions. Do not change autonomy, defaults or saved permissions.

Prepare guidance only. Do not change settings, create or start work, connect accounts, send messages, enroll contacts or spend money. Use current tool discovery; never invent capabilities or record IDs. Show missing evidence and the next step for me to review in Kite.

Check your next step#

I understand the selected involvement level. Complete the readiness notes below, then use your Kite workspace to confirm what is actually saved. Checking a box here does not change your account.