ClaimDesk

Profile Outreach Agents Voice Agents Integrations

Outreach hours

Timezone

Send from

Send until

Allowed days

SMS sending enabledDirect mail sending enabled

Allow automations to send outreach without approvalOff by default. When enabled, automations with auto-send still honor do-not-contact, §1582 timing eligibility, the send window above, and verified mobile contacts. Out-of-window sends are deferred until the window opens. Otherwise auto-send drafts land in the approval queue.

Send governance

Daily SMS and email limits are spread evenly across your outreach hours. For example, 100 SMS/day with 10 outreach hours = up to 10 SMS per hour. Set to 0 for unlimited.

SMS cap / day

0 = unlimited. Spreads evenly over outreach hours.

Email cap / day

0 = unlimited. Spreads evenly over outreach hours.

Letter cap / day

0 = unlimited. Plain daily cap (no spreading).

Min gap (days) per lead

0 = no gap. Applies across all channels.

Max touches per lead

0 = unlimited. Counts delivered messages only.

Auto-send only to verified contactsWhen on, automations and the quiet-hours scheduler refuse to send to any contact without verified = 1. Manual approve-send still works either way.

Test-recipient phone

Same — used once SMS integration is wired.

Touch cadence

Second touch (days after first touch)

Third touch (days after first touch)

Mark cold after (days of silence)

Auto-create follow-up drafts on scheduleWhen a prospect hits the day-N1 or day-N2 window with no reply, a follow-up draft is queued and can auto-send when governance allows.Auto-archive cold leadsWhen a prospect is silent after first, second, and third touch, set the prospect stage to cold.

Days are calendar days, not business days.

AI routing

Triage incoming reply

Picks the LLM that classifies replies (interested / not now / opt-out).

"Default" follows the global fallback order (Codex → OpenRouter → mock).

Templates

Show archived

··Owner type

SMS·First Touch(4)

First touch — SMSv14
First touch — SMS Bv1
First touch — SMS Cv5
First touch - SMS Dv7

SMS·Later Touch(3)

Follow-up — SMSv6
Follow-up — SMS Bv2
Follow-up — SMS Cv1

Defaults are §1582-compliant (free-claim notice, 10% cap, no upfront fee). The draft job personalizes them per lead at outreach time.