Autopilot is Coherence's autonomous AI agent system. It runs on a schedule — daily, weekly, or custom — gathering context from your workspace, planning tasks, executing them, and delivering a briefing so you wake up to progress, not a to-do list.

How It Works

Autopilot runs in cycles. Each cycle follows a four-step process:

Gather context — Autopilot reviews your CRM records, recent activity, upcoming calendar events, email threads, and agent memories
Plan tasks — Based on the context, it identifies what needs to happen and prioritizes the work
Execute — It works through the task list using the same tools available to your AI agents (search, create records, draft documents, research the web, and more)
Brief — A summary of everything it accomplished is posted to your Agent DM channel in Team Chat

What Can Autopilot Do?

Autopilot has access to 16+ tools, including:

Capability	Examples
CRM operations	Create contacts, update deals, move pipeline stages
Document creation	Draft meeting prep docs, write follow-up summaries
Web research	Research companies, find contact info, monitor competitors
Memory	Remember key insights and recall them in future cycles
Metrics	Review pipeline numbers, activity trends, overdue tasks
Multi-agent delegation	Assign tasks to other AI agents in your workspace

Plan Availability

Plan	Autopilot Access
Free	Not available
Starter	Manual runs only
Pro	Daily scheduled cycles + Personal Autopilot
Team	Custom schedules + Personal Autopilot

Getting Started

Navigate to Autopilot in the sidebar (admin) or My Autopilot (personal)
Enable Autopilot and configure your schedule
Optionally set focus areas to guide what Autopilot prioritizes
Run your first cycle manually or wait for the next scheduled run
Check your Agent DM channel in Team Chat for the briefing

When you first enable Autopilot, it automatically creates a Mission document in Collab. Edit this doc to give Autopilot long-term context about your business goals and priorities.