Pulse/docs/AI_AUTONOMY.md

Pulse Intelligence Modes and Safety Configuration

This guide covers how to configure Patrol mode, Pulse Assistant command access, and the safety guardrails that apply before Pulse can change infrastructure.

For a general overview of Pulse Intelligence, see AI.md. For plan-level feature availability, see PULSE_PRO.md.

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Two Axes of Control

Pulse separates AI permissions into two independent axes:

1. Patrol Mode — What Patrol may handle automatically after it finds an issue: watch only, ask before changes, handle safe fixes, or use policy autopilot.
2. Assistant Command Access — Whether the interactive chat assistant can execute commands during a chat session.

Patrol mode is configured on the Patrol page. Assistant command access is configured in Settings → Pulse Intelligence → Assistant.

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Patrol Modes

Patrol mode sets how far Pulse can go when Patrol finds something that needs attention.

Mode	Key	Detect	Investigate	Fix warning-level issues	Fix critical issues	Plan
Watch only	monitor	Yes	No	No	No	Community
Ask before changes	approval	Yes	Yes	Approval required	Approval required	Pro / legacy Pro+ / Cloud
Auto-fix safe issues	assisted	Yes	Yes	Execute automatically	Approval required	Pro / legacy Pro+ / Cloud
Policy autopilot	full	Yes	Yes	Execute automatically	Execute automatically	Pro / legacy Pro+ / Cloud

• Watch only (default): Patrol creates findings but takes no action. This is the Community and Relay baseline. Suitable for learning what Patrol detects before enabling investigation or fix execution.
• Ask before changes (Pro and above): Patrol investigates findings and proposes fixes. All fixes queue for manual approval before execution.
• Auto-fix safe issues (Pro and above): Warning-level safe fix plans can execute automatically. Critical findings still require approval. This is the recommended starting point for most Pro and legacy Pro+ users who enable fix execution.
• Policy autopilot (Pro and above): Safe fix plans can execute without approval. Requires an explicit toggle and a Pro, legacy Pro+, or Cloud license. Recommended only for environments with thorough alert coverage.

Configuration

UI: Patrol → Patrol mode

API:

# Get current Patrol mode settings
curl -s -u admin:admin http://localhost:7655/api/ai/patrol/autonomy

# Update Patrol mode.
# The API keeps the autonomy_level field name for compatibility.
curl -X PUT http://localhost:7655/api/ai/patrol/autonomy \
  -u admin:admin \
  -H "Content-Type: application/json" \
  -d '{"autonomy_level": "approval", "investigation_budget": 15, "investigation_timeout_sec": 600}'

License Requirements

• monitor: Available on all plans. Community and Relay can run Patrol with BYOK.
• approval, assisted, and full: Require the ai_autofix capability (Pro, legacy Pro+, or Cloud license).

Without the ai_autofix capability, the effective Patrol mode is clamped to monitor at runtime, regardless of the saved configuration. If you previously had a Pro license and downgraded, your saved setting is preserved but enforcement reverts to monitor.

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Assistant Control Levels

Control levels govern what the interactive Pulse Assistant can do during chat sessions.

Level	Key	Query	Execute Commands	Plan
Read-only	read_only	Yes	No	Community
Controlled	controlled	Yes	With approval	Community
Autonomous	autonomous	Yes	Yes	Pro / legacy Pro+ / Cloud

• Read-only (default): The assistant can query metrics, storage, and resource status but cannot execute any control actions.
• Controlled: The assistant can propose commands but pauses for your explicit approval before execution. Each command shows a detailed approval card in the chat UI.
• Autonomous: The assistant executes commands without prompting. Requires a Pro, legacy Pro+, or Cloud license.

Configuration

UI: Settings → Pulse Intelligence → Assistant → Chat command mode

API:

curl -X PUT http://localhost:7655/api/settings/ai/update \
  -u admin:admin \
  -H "Content-Type: application/json" \
  -d '{"control_level": "controlled"}'

Approval Flow (Controlled Mode)

When control level is controlled, write operations follow this flow:

1. The assistant proposes a command (e.g., qm start 100).
2. An APPROVAL_REQUIRED response is emitted with an approval_id.
3. The UI displays an approval card showing the exact command.
4. You click Approve or Deny.
5. On approval, the command executes and the assistant verifies the result.

Approvals expire after 5 minutes if not acted upon.

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Investigation Configuration

When Patrol mode is approval, assisted, or full, Patrol investigates findings. These parameters tune investigation behavior:

Setting	Default	Range	Description
patrol_investigation_budget	15	5–30	Maximum agentic turns per investigation
patrol_investigation_timeout_sec	600	60–1800	Maximum seconds per investigation
max_concurrent_investigations	3	—	Parallel investigation limit
max_attempts_per_finding	3	—	Retries before marking as needs_attention
investigation_cooldown_sec	3600	—	Cooldown before re-investigating a finding
timeout_cooldown_sec	600	—	Shorter cooldown after timeout failures

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Safety Guardrails

Regardless of Patrol mode, Pulse enforces multiple safety layers:

Blocked Commands

Certain destructive commands are always blocked (defined in pkg/aicontracts/safety.go):

• Disk format/partition operations
• Cluster-wide destructive operations
• Commands that could cause data loss

Risk Classification

Proposed fixes are classified by risk level in the approval system. Risk classification is surfaced in approval requests so operators can make informed decisions.

Circuit Breaker

If the AI provider experiences consecutive failures, the circuit breaker (internal/ai/circuit/breaker.go) trips and temporarily disables AI operations. It auto-resets after a cooldown period.

Discovery-Before-Action

The assistant cannot operate on resources it hasn't first discovered. This prevents hallucinated resource IDs from reaching infrastructure commands.

Verification-After-Write

After executing any control action, the assistant must verify the result with a read operation before reporting success. This is enforced by the FSM — the assistant cannot return to idle state without verification.

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Recommended Progression

For new deployments, gradually increase Patrol mode:

1. Start with Watch only — Run Patrol for a few cycles to see what it detects. Dismiss false positives.
2. Move to Ask before changes where available — Enable investigation. Review proposed fixes to build confidence.
3. Use Auto-fix safe issues when fix execution is enabled — Let Patrol execute warning-level fixes while you approve critical fixes.
4. Consider Policy autopilot — Only if your environment has comprehensive alerting and you trust the fix patterns.

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Monitoring AI Activity

Patrol Metrics

Prometheus counters (prefix pulse_patrol_*) track:

• Patrol runs, findings, investigations, fixes
• Fix outcomes (success, failure, verification status)
• Circuit breaker trips

Cost Tracking

Token usage and estimated costs are tracked per provider:

• UI: Settings → Pulse Intelligence → Provider & Models → Provider Usage & Spend
• API: GET /api/ai/cost/summary
• Set monthly budget limits to cap spending

Investigation Status

• API: GET /api/ai/patrol/findings — List all findings with investigation status
• API: GET /api/ai/circuit/status — Check circuit breaker state

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Related Documentation

• Pulse Intelligence Overview — Full Pulse Intelligence system documentation
• Plans and Entitlements — Feature availability by plan
• API Reference — Complete API documentation
• Pulse Patrol Deep Dive — Technical architecture details