| Level | Access | What it means | Production example |
|---|---|---|---|
| Level 0 | No business data | General drafting, brainstorming, public information only. No system access. | Staff using approved AI tools with de-identified examples only |
| Level 1 | Read-only | Can search approved documents and read from designated systems. Cannot create, send, update or delete. | MarketplaceBot scanning 450 Pipedrive deals every morning — no mutations allowed without explicit approval |
| Level 2 | Draft-only | Can prepare drafts, summaries, classifications and recommendations. A human must review and approve before any action. | FinanceBot preparing monthly reimbursement reminder for the finance coordinator's approval before sending to office@ |
| Level 3 | Write after approval | Can take approved actions after human sign-off. Logs every action. Rollback capability required. | FinanceBot forwarding approved-sender invoices to Xero Files after GST and entity checks |
| Level 4 | Limited autonomy | Can take predefined actions within strict boundaries. Only after months of proven operation, monitoring and explicit approval. | None of the production bots operate at this level. The bar is deliberately high. |
| Level 5 | Critical system control | Payments, payroll, legal decisions, autonomous customer communications, regulated advice. Requires specialist review and strict governance. | AiBorz does not recommend this level as an early SME project — and rarely recommends it at all. |
The gap at Level 4 is intentional. Every AiBorz system starts at Level 0 or 1 and graduates only when the workflow has proven itself with real operational data, human oversight and documented controls. Autonomous action is not the goal — controlled, useful AI is the goal.