Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
Monitor tasks, runtime graph, and ops health.
Search/discovery provider credentials are not configured; public dossier/manual source runs remain available.
Open Settings > Credentials.
Verify manual approval before live send.
Review drafts, confirm allowlisted recipients, then approve one pilot send.
50 failed task(s) need review.
Monitor tasks, runtime graph, and ops health.
Create or adapt a sales motion with an investor/fundraising goal.
Add investor notes to knowledge and create an investor motion when ready.
One native control surface for starting, pausing, stopping, and monitoring the autonomous sales pilot.
running
Ready for autonomous sales execution.
SiteVault
Telecom operations live-presentation motion
10
Available now under admin delivery policy.
This starts the autonomous sales loop: prospecting, outreach execution, reply waiting, reply handling, and follow-up scheduling.
It does not bypass suppression, sender health, Gmail health, admin delivery policy, reputation checks, or emergency stop.
| Check | Status | Why it matters | What to do |
|---|---|---|---|
| Runtime processes | ready | The pilot cannot run if production processes are offline. | Restart runtime processes and confirm health. |
| SiteVault product and sales motion | ready | The loop cannot select the target motion without configured entities. | Complete /admin/onboarding/sitevault. |
| Gmail connected and healthy | ready | Outbound and reply ingestion require a connected Gmail account. | Open /admin/channels/gmail and reconnect or sync the account. |
| Approved recipient list | ready | Controlled pilot mode blocks live sends without explicit allowlisted recipients. | Add approved recipients in sender/domain credentials. |
| Suppression enforcement | ready | The loop must stop suppressed, unsubscribed, or duplicate recipients. | Keep suppressionRequired enabled in the selected motion policy. |
| Emergency stop | ready | Operators need immediate intervention for production pilots. | Enable emergency stop in pilot settings. |
| Admin delivery policy | ready | Autonomous sales needs configured delivery capacity, but it still respects suppression, reputation, sender health, and emergency stop. | Set production send capacity in admin sales-motion policy. |
| Follow-up guardrails | ready | Follow-ups should continue the sales conversation without creating infinite automation. | Use a finite max follow-up count and at least one day between follow-ups. |
| Monitoring recipient | watch | Monitoring helps validate first outbound delivery but is not required to launch. | Configure outbound monitoring if operator support wants delivery copies. |
1 warning(s) can be improved after launch if the operator accepts the risk.
Gmail
connectedhealthy
Allowlist
reviewOnly approved recipients can receive pilot outreach.
Suppression
onStops unsafe or duplicate outreach.
Limits
10/hour50/day and 3/company
Follow-ups
2 days3 maximum follow-ups
Next tick
6/10/2026, 9:26:39 AMShown when pilot is running.
Prospects found
11Companies discovered
Contacts qualified
14Contacts ready for review
Drafts generated
149 pending review
Sends executed
0Today
Replies received
0Today
Reply rate
0%Today
Follow-ups pending
0Waiting on schedule
Blocked actions
11Stopped by gates
Active conversations
1Need operator attention