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Setup takes about ten minutes end to end, and your workspace starts in Review Mode — nothing sends until you approve it.

1. 1Sign in and answer Monty's short setup conversation: what you sell and to whom, what makes a lead worth a meeting, and anything Monty should never say.
2. 2Connect your mailbox from Settings → Integrations → Connect mailbox. It's a standard Google consent screen — no password is ever shared with us.
3. 3Watch your Inbox: once your mailbox is linked and we've switched your workspace on, Monty starts drafting replies to incoming leads under “Drafts to approve”. We confirm that with you during onboarding.

Only if you explicitly turn that on. Every workspace starts in Review Mode: Monty drafts, you approve, then it sends — nothing leaves without your click. Autopilot is opt-in per workspace and runs strictly inside the rules you set: sending hours, follow-up cadence, and guardrails on what can be said and to whom. You can flip back to Review Mode at any time and it applies instantly.

Yes — the short version: OAuth-scoped access only (we never see or store your mailbox password), TLS in transit and encrypted storage on our managed database, with mailbox credentials and OAuth tokens encrypted again under a separate key we keep in a secrets vault. Every workspace is isolated by a tenant key enforced on every API request, backed by row-level security policies in the database, and sensitive actions are audit-logged. Monty uses vetted AI providers as processors to generate drafts; under our API terms your data is not used to train their models, and what Monty learns from your inbox improves your workspace only. A current security overview document is available on request from hello@montyai.co.

Credits are the unit of Monty's work: a draft costs 1 credit, a reply or an autopilot send costs 2, and a full research pass on a lead costs 4. Qualifying and scoring a lead costs nothing, and teammates are included in your plan rather than billed per seat. Reviewing, editing, and approving drafts is free too — you're never charged to check Monty's work (asking Monty to rewrite a draft for you does use credits). The Credits page shows a running itemized breakdown so month-end is never a surprise.