1
Preview
See every draft and action before it executes. Edit, reject, or approve. This is the default for all new users.
Your AI Sales Employee — learns your voice, remembers your accounts, acts inside your rules.
Product · Action Gateway
The Action Gateway is how your AI employee stays accountable. Nothing executes without passing through controls you define — every action is previewed, role-aware, and logged for full auditability.
<60s
average approve time per message
22 hrs
reclaimed per rep per week
Trust Ladder
The trust model moves from preview to control — but only when you are ready. Most teams stay in preview or approve mode for months. That is fine. The product works at every level.
See every draft and action before it executes. Edit, reject, or approve. This is the default for all new users.
Batch-approve routine actions while keeping review on high-stakes messages. Approval rules are defined by you.
Actions execute automatically but every step is logged and auditable. You review after the fact, not before.
Full autonomy within policy guardrails. The system acts on its own but within rules you set — escalation triggers, forbidden actions, pause conditions.
What You See
Action Gateway — Draft Queue
3 awaiting review
sarah.chen@techcorp.io
Low riskFollowing up on last week's call
Hi Sarah, just circling back on the points we discussed around your pipeline review...
james.o@finscale.com
Medium riskOne question before we proceed
James — wanted to check one thing before we move to contract stage. Our team noticed...
hello@newprospect.ai
High riskIntroducing Monty — a different kind of SDR layer
I know your team evaluates AI tools constantly, so I'll keep this short. We work with...
Illustrative — your actual queue adapts to your team’s inbox and trust settings.
Controls
Every draft, every enrichment action, every outbound message waits in a review queue. Nothing executes until you approve it.
Define who can approve, who can send, and who can only view. Roles map to your actual team structure, not arbitrary permission tiers.
Every action the system takes is logged with timestamp, actor, input, and outcome. Complete audit trail from draft to delivery.
The system assigns risk scores to actions based on context — new lead vs. existing relationship, deal size, sensitivity signals. Higher risk gets routed to senior review.
Route high-stakes messages through explicit approval chains. The founder reviews the first cold outreach to a key account. The SDR handles the rest.
Start with full approval on everything. As trust builds, selectively enable autonomy for specific action types. The upgrade is always explicit, never automatic.
Who review mode is for
You're personally in every deal. Review mode keeps you in the loop without managing the inbox yourself.
Your reps draft, Monty refines, you approve before anything goes out. Quality control without the bottleneck.
Compliance requires audit trails. Every action is logged with timestamp, sender, and outcome.
Start with full approval. Get comfortable. Move to autonomy when you're ready — there's no pressure.
Approval-first. Every action waits for your review. The system never sends anything without explicit sign-off until you choose to change that.
Yes. You might keep full preview on cold outreach to new accounts while allowing auto-send on meeting confirmations. Each action type has its own trust policy.
You define escalation triggers — deal size, keyword matches, sentiment shifts, new contacts. When triggered, the system pauses and routes the action to the appropriate reviewer.
One click. Autonomy settings are reversible at any time. No penalty, no data loss, no disruption to in-flight work.
Start free. No credit card required.