Good to see you. Here is what needs attention.
Review campaign progress, call-ready prospects, sender health, and delivery risks from one organized workspace.
Campaign totals
Sequence progress
Call-Ready Prospects
Highest-priority leads waiting for action
Sender Health
Current account and automation status
Campaign Leads
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Call Queue
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Sender Health
Daily sending, automation readiness, quota alerts, and account errors
Delivery Issues
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Client Reply Inbox
Replies synchronized by each sender account appear here. Responses are queued back to the original sender mailbox.
Conversations
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Mail Merge Center
Prepare, preview, approve, and queue personalized batches without consuming the automation 100-per-day counter.
Automation and mail merge use separate CRM counters. Both still share the sender mailbox’s real Google sending capacity.
Prepare a Batch
The first 100 eligible leads per manager are tagged READY for automation. Additional leads are routed to that manager’s Mail Merge Center.
Mail Merge Batches
Managers can review and manually start their own batches inside the CRM. The sender connector sends from the assigned mailbox.
User Profiles
Create individual CRM and employee-app logins with controlled roles and sender assignments.
CRM Users
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Your digital employee team
Each AI employee has a visible face, one clear job, controlled permissions, and a separate task queue.
Choose an AI employee
Open an employee to review the role or assign controlled work.
AI employee task queue
Every assignment is recorded with the responsible employee, approval rule, and status.
Campaign Controls
Safe high-level controls used by the existing automation engine
Legacy Native Mail Merge
Older prepared Gmail-native batches that may still need closure
It updates the same campaign database and control settings while the existing outreach automation continues to send emails.