Connect Gmail OAuth before live send.
Connections
Use existing connections or add what is missing.
The launch flow only needs a small readiness answer: can the system research, write, send safely, and monitor replies? Advanced keys and provider details stay available in settings.
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Simple readiness
Add Google OAuth client settings or use platform fallback.
Tenant AI provider is configured.
Fallback discovery may be available; add providers for better prospecting.
Add sender identity and domain settings before live send.
Optional. An admin can enable the CRM workbench under advanced settings.
0 approved recipient(s). Pilot sends remain allowlist-gated.
Optional for pilot delivery visibility.
Optional. Meetings can still be suggested for operator approval.
Next
Launch sales when the basics are ready.
The system will keep blocking live outbound until Gmail, sender health, suppression, allowlists, and approval rules pass.