Email

Closed-loop email

Receive, classify, draft, confirm, send, stop — nothing slips through.

What it does

Inbound polls every five minutes. Two-stage classification kills spam and notifications with rules first (zero LLM), and only the remainder reaches a model; website-form inquiries bypass straight through; message-ID dedupe guarantees nothing enters twice; low-confidence mail degrades to needs-review instead of being misfiled; attachments persist, and history backfills by day.

Outbound sends from each rep's own mailbox with encrypted credentials. AI drafts, a human confirms, five seconds to undo. Sequences advance on day 0/3/7 with daily caps, unsubscribe footers and mailbox validity pre-checks — and the moment a customer replies, every remaining step to that address stops.

A rep's mailbox is a complete loop: the SMTP server and personal signature are self-service in mail settings — non-Gmail servers included — and every outgoing mail carries a Reply-To pointing back at the system inbox, so wherever the customer replies, the answer lands on the lead timeline. Replies thread onto the customer's latest message automatically, and the actual sending identity is recorded throughout. Self-configured servers pass a security gate: private-network addresses rejected, TLS certificates verified, header injection stripped.

Reps get a business-mail toolkit on top: scheduled send queues a mail for a future moment with atomic claiming against double-send, a fresh unsubscribe re-check before it leaves, and the same five-second undo; personalized bulk send takes one template to N customers — each gets their own separate mail, invisible to the others — with name/company/email substituted per person, unsubscribe filtering and per-mail pacing to protect the sending address; open tracking records how many times, when and roughly where each mail was opened, resolving location from an offline database so the recipient's IP never leaves your server — GDPR-friendly for EU buyers. Bulk sends are ownership-checked too: a rep can only mail their own customers.

Writing the mail leveled up too: a rich-text editor with fonts, sizes, colors and lists, and product images pasted or dragged straight into the body render inline on arrival — while a plain-text copy rides along so any client can read it, and all HTML passes client- plus server-side sanitizing. Quote and company-intro templates keep their images and formatting in the saved-replies library, inserted in one click with variables still substituted. Configuring your own sending mailbox no longer means reading docs either: presets for the major mail providers fill in server, port and encryption with a step-by-step app-password guide, credentials are tested on save, and the config takes effect immediately.

Core capabilities

Two-stage classification

Rules short-circuit 60-80% of volume; the rest costs about $0.0001 per email.

A mailbox per rep

Reps send from their own account and signature with one-click provider presets; customer replies flow back into the system — none lost.

Personalized bulk + tracking

One template, a separate mail each; opens report count, time and location back to the board.

Feature checklist

  • Double dedupe on inbound: unique message-ID constraint plus fetch watermark
  • Full ingest log, with processed mail auto-labeled in the mailbox
  • MX validation before sequence sends — invalid domains never waste a touch
  • Five-second undo, signature preview, editable drafts
  • Backfill mode recovers up to 90 days of history
  • Reply-To reflow: mail sent from a rep's own mailbox still routes customer replies into the system inbox, attached to the lead
  • Replies auto-thread onto the customer's message — quoting only when the recipient is the lead, never leaking threads to third parties
  • Scheduled send: queue a business mail for a future moment, atomic claiming prevents double-send, unsubscribe re-checked before it leaves
  • Personalized bulk send: one template → a separate, invisible mail per recipient, name/company substituted, with unsubscribe filtering and send pacing; reps bulk-send their own customers by ownership
  • Open tracking: count, time and city-level location, resolved from an offline geo database so the recipient's IP never leaves your infrastructure; Gmail proxy fetches are honestly labeled "location unreliable", never faked
  • Reps can tag customers and set an A/B/C quality grade (distinct from the AI score), and filter the board by quality group
  • Send audit: the operator who clicked send and the actual sending mailbox are recorded separately
  • Rich-text composer: fonts, sizes and colors at hand; images paste or drag inline into the body and send embedded, alongside a plain-text fallback copy; all HTML sanitized client- and server-side
  • Saved-reply templates carry product images and formatting, inserted in one click with per-customer variables, isolated per rep
  • Major mail providers offered as presets: server, port and encryption auto-filled with an app-password guide; credentials are tested on save, so an invalid config never pretends to succeed

Want to see this module run?

Book a demo and we'll run this module on real data.