Approvals & Sending

Before any email is sent, it must be approved. This keeps outreach human-supervised and on-brand.

Approval Flow

1. AI drafts an email for a lead (based on approach angle and context)
2. Draft appears in Approvals or on the Lead Detail page
3. Reviewer approves, rejects, or requests a re-draft
4. On approval, the email is sent from the tool (no Gmail tab)

Where to Approve

• Approvals page — Bulk review queue for all pending drafts
• Lead Detail page — Approve in context of the full lead profile and conversation

After Sending

• Status updates to “sent”
• Open and click events are tracked (when available)
• Follow-up sequence starts automatically (e.g. Day 3, Day 7, Day 14)
• If the lead replies, follow-ups are cancelled

Why Approval Matters

• Compliance — Ensure messaging meets your standards
• Quality — Catch any AI mistakes before they go out
• Control — Marketing and sales leaders keep oversight of all outreach

Next: Organization Settings