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Add AI Auto-Pilot Mode (Autonomous CRM Operations) #649

@micropyramid-dev

Description

@micropyramid-dev

Summary

AI that runs CRM operations autonomously - responding, updating, alerting without human intervention.

Description

Auto-pilot that:

  1. Auto-respond to simple inquiries
  2. Auto-update deal stages from signals
  3. Auto-create follow-up tasks
  4. Auto-route and prioritize
  5. Human oversight dashboard

Acceptance Criteria

  • Auto-respond to FAQs/simple tickets
  • Auto-qualify inbound leads
  • Auto-update deal stage from emails
  • Auto-create tasks for stale deals
  • Auto-send follow-ups (with approval)
  • Confidence threshold settings
  • Human review queue for low confidence
  • Audit trail of AI actions
  • Easy override/correction
  • Performance metrics

Technical Notes

  • Action confidence scoring
  • Human-in-the-loop for low confidence
  • Rollback capability
  • Gradual autonomy increase

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