Your AI rep & Approvals

Arianna, your AI rep, does the outreach busywork — first touches, reactivation, blasts — and never sends anything until a human approves it.

AI Tasks

Open AI Tasks for a catalog of jobs you can hand to your AI rep. Each runs against your live pipeline and playbook:

• 📊 Pipeline insights — a read-only briefing on where your deals and leads stand.
• ⚡ Work my new leads — drafts a speed-to-lead first touch for every new lead.
• 📞 Call & text my hottest leads — picks the right channel (text or AI call) for your hottest leads.
• 🔥 Reactivate cold leads — win-back outreach to leads that went quiet.
• 📣 Draft an SMS blast — a message to a whole segment at once.
• 🛠️ Build a workflow — authors a follow-up sequence from a plain-English goal (see Workflows).

The Approvals inbox

This is the safety net that makes AI outreach safe to turn on. Everything your AI rep drafts lands in Approvals before it goes anywhere.

1. Review each draft

   Every card shows the exact recipient, the full message body, and the cost to send.

2. Approve or skip

   Approve individually, or use "Approve all" for a reviewed batch. Large batches get an extra confirmation.

3. It sends on your say-so

   Only approved items send. Approvals are limited to owners and admins.

AI voice calls

Your AI rep can also place live AI phone calls — introduced with the required disclosure, aware of two-party-consent states, and with an opt-out. Live AI calling is rolling out as an early-access capability; if you'd like it enabled for your account, contact us.