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The Complete Guide

The REALM Guide

Everything Realm does, and how to use it. The full handbook: every feature, with step-by-step instructions. Use the contents on the left to jump to a chapter.

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EVE's autonomy modes

You decide how much EVE does on its own. The autonomy mode is a single setting that sets EVE's forward-lean — from quietly surfacing ideas to handling routine, well-sourced work on your behalf. You'll find it on the EVE Autonomy card in your settings.

The three modes

  • Suggest — EVE surfaces what it notices and recommends next steps, but it doesn't prepare or send anything. You do the work. This is the most hands-on mode.
  • Guided — EVE goes a step further: it drafts the message or update and puts an approval task in front of you. Nothing goes out until you say yes, but the heavy lifting is done.
  • Autopilot — EVE handles routine work automatically and reports back afterward. When a follow-up is clearly owed and EVE can cite exactly why, it sends it and records what it did.

The mode names you see — Suggest, Guided, Autopilot — are the plain way of describing how much EVE leans in. Pick the one that matches how much you want to stay in the loop.

Sensitive items always come to you

This is the rule that doesn't bend, in any mode: anything that needs your judgment — offers, pricing, contracts, opt-out requests, and similar high-stakes topics — is never sent automatically. Even on Autopilot, EVE stops and hands those to you. Autopilot speeds up the routine; it never takes over the decisions that are yours to make.

If EVE reads an incoming message and sees one of these topics, it drops out of automatic mode for that item and routes it to your review queue instead. See Human review queue.

Your broker sets the ceiling

In a Team or Brokerage Workspace, your broker chooses the Workspace's mode — and that becomes the ceiling: the most autonomous EVE is allowed to be for everyone in the Workspace. Within that ceiling, you pick your own mode.

  • If your broker sets the ceiling to Guided, you can run at Suggest or Guided, but Autopilot is locked. You'll see a note explaining that your broker allows up to Guided for this Workspace.
  • If you're a solo agent in a Personal Workspace, you set your own mode freely — there's no ceiling above you.

This keeps a brokerage's standards consistent while still letting each agent choose how hands-on they want to be.

What Autopilot actually does

When you're on Autopilot, EVE watches for a small set of clearly-owed, routine moments and handles them — for example, a contact who's been waiting on a reply, a relationship that's gone quiet and is worth reconnecting, or a reassuring check-in on a Realm nearing its close date. In each case EVE only acts when it can cite the reason, skips anyone you (or EVE) recently touched so nobody gets double-messaged, and records the result. You can always see what EVE handled — it shows up in your Daily Briefing and feeds Wins and Time Saved.

Some routine work is deliberately prepare-only even on Autopilot. A promise you made, for instance, is yours to keep — EVE can't attach the thing you promised — so it drafts the follow-through and an approval task rather than sending on your behalf.

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