AI operations
Some tasks are safe to run without constant hand-holding. Autopilot mode lets agents complete low-risk work inside strict limits while client, money and compliance decisions still wait for approval.
Live work queue
SortXAllow
Autopilot agent runs only approved task types.
Run
Autopilot agent uses caps by branch and agent.
Pause
Autopilot agent pauses on uncertainty.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Runs only approved task types.
Uses caps by branch and agent.
Pauses on uncertainty.
Logs every connector action.
Returns exceptions to the team.
Can be turned off instantly.
Short status markers for scanning the day without opening every record.
by agent and branch
on uncertainty
activity review
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Allow
Autopilot agent runs only approved task types.
completed routine tasks
Run
Autopilot agent uses caps by branch and agent.
exception queue
Pause
Autopilot agent pauses on uncertainty.
activity report
Report
Autopilot agent logs every connector action.
permission log
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The autopilot agent does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is automation without supervision. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives routine agency work a clear owner, a live status and a controlled approval path.