Automatic outreach overview
Find business prospects, research them, draft personal first emails and send them safely after your approval.
- A connected mailbox or the platform sender
- A verified sending domain
- AI credits
Implementation Steps
Create a campaign list
Open Campaign Lists and create an automatic list. The AI can discover prospects, or you can import them.
Brief the AI Email Agent
In AI Email Agent tell it who to contact, what you offer and the tone. It prepares a plan for you.
Review research and drafts
Each first email is built from real research and your store offers. Approving research never sends anything.
Approve the plan
Only an approved plan can send. Each contact needs a lawful reason to contact them.
Watch the queue
Queue & Mailboxes shows what is waiting, sent, held or bounced. Daily limits and sending hours are respected.
Handle replies
Replies arrive in Replies. You can hand a thread to a human; then the AI stops drafting for it.
Measure results
Sales & Performance shows opens, replies, booked meetings and paid orders linked to outreach.
- An email with an unknown send result is held and never resent automatically.
- Bulk verification above 1,000 contacts needs manual confirmation.
Troubleshooting & Solutions
You are all set!
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