Choosing your automation level

Step 1: Badger starts in Ask me first: every reminder waits for your OK.

Step 2: In Settings, under Autopilot guardrails, you decide. Full automation lets Badger send routine reminders on its own.

Step 3: The guardrails always apply: never auto-send above your dollar ceiling, a daily cap, and warning or final notices always need a human.

Step 4: You can also let autopilot be earned gradually, or keep any single customer on ask-first. Automation is always your choice.