AI Agents

Basic vs Advanced Workflow Mode

Start guided in Basic mode, then flip to Advanced for full AI autonomy — toggle anytime with no data loss.

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Chapter 1What are Basic and Advanced modes?

What are Basic and Advanced modes?

Every PromotiAI workspace operates in one of two workflow modes:

  • Basic mode — a guided, step-by-step experience designed for marketers who are new to AI-powered automation. The platform surfaces one decision at a time, uses sensible defaults, and hides low-level configuration options that aren't needed day-to-day.
  • Advanced mode — full AI autonomy. Unlocks multi-experiment testing, granular automation controls, audience-segment overrides, prompt customisation, and the Autoresearch loop. Designed for growth-stage teams comfortable with AI-driven decision-making.

The workflow mode is stored on your workspace record (workflow_mode column) and applies to all projects in that workspace. You can toggle it at any time without losing any data or published content.