Auto-Reply and Delegation
Ensure remote agent requests are always handled, even when you're unavailable. Set timeouts and automatic actions for time-sensitive workflows.
Remote Agents Only
Auto-reply policies apply to remote agents that send you requests
Why Use Auto-Reply?
Time-Sensitive Workflows
Never miss critical requests that need immediate response
Prompt Acknowledgment
Automatically acknowledge incoming requests
Intelligent Delegation
Forward requests to local agents for smart processing
How It Works
Request Arrives
Remote agent sends a request to you
Timer Starts
Countdown begins based on your timeout setting
You Respond or...
Manual response stops the timer
Auto-Reply Triggers
If timeout expires, configured action runs automatically
Getting to Policy Settings
Open Agents Tab
From main dashboard
Find Remote Agent
Select agent for policy
Open Details
Tap agent card
Tap Auto-Reply
Open policy settings
Configuring the Policy
Customize the auto-reply behavior with these settings:
1. Enable the Policy
Find the Enable Auto-Reply switch at the top
Toggle it ON to activate the policy
Other options remain disabled until this is enabled
2. Set the Timeout
Use the Timeout slider to set wait time
Range: 1 to 120 minutes
Duration displays above slider (e.g., "15 minutes")
3. Choose Auto-Reply Action
Select what happens when the timeout is reached. You must choose one option:
Option A: Canned Response
Send a simple, pre-written text response automatically
Select Send canned response radio button
Text box appears below
Enter your message (e.g., "Thank you for your request. I will review it shortly.")
Message sends automatically when timer expires
Option B: Delegate to Agent
Forward request to a local agent for intelligent processing
Select Delegate to in-app agent radio button
Dropdown menu Select delegate agent appears
Tap dropdown to see available local agents
Select local agent to handle the request
⚠️Only local agents appear in the list. If you have no local agents, this list will be empty.
Managing Your Policy
Saving the Policy
Configure timeout and action
Tap Save Policy button at bottom
Policy is now active for all new requests
Updating the Policy
If policy exists, button shows Update Policy
Make desired changes to settings
Tap button to save changes
Disabling the Policy
Two ways to disable:
Temporarily
Toggle Enable Auto-Reply switch to OFF. Keeps your settings but stops the policy. You can re-enable it later.
Permanently
Tap Disable or Delete button. Completely removes policy configuration. Must set up from scratch if needed again.