Documentation

Send a Message

Jump in whenever you want.

Send Your Own Message

AI doing great? Let it work. Need to step in? One click.


Steps

  1. Open the lead's conversation
  2. Type your message
  3. Choose channel (SMS or Email)
  4. Click Send

Message goes out immediately.


What Happens

┌──────────────┐
│  You Send    │
│  Message     │
└──────┬───────┘
       │ Instantly

┌──────────────┐
│  AI Auto-    │  ← Prevents AI from stepping on your toes
│  Pauses      │
└──────┬───────┘
       │ When ready

┌──────────────┐
│  Click       │  ← Hand conversation back
│  Resume AI   │
└──────────────┘

AI pauses automatically when you send. No conflicting messages.


When to Jump In

  • AI flagged something — Attention item that needs you
  • Complex question — Something specific to your expertise
  • VIP lead — Personal touch matters
  • Sensitive topic — Complaints, issues, delicate situations
  • Closing time — Final push for the meeting

FAQs

"Will the AI keep messaging after I send?" No. AI pauses automatically. Resume when ready.

"Can I schedule a message?" Not yet. Manual messages send immediately.

"Can I send attachments?" Email: yes. SMS: no.

"Does my message use credits?" No. Only AI-generated messages use credits.

"Can I send from the mobile app?" Yes. Full functionality on mobile.

"What if I regret what I sent?" Can't unsend, but you can follow up immediately.

"How do I resume AI after sending?" Click Resume AI at the top of the conversation. Learn more →