Ask your account anything. Let it act, only with your OK.
A chat assistant inside the ForgeSend dashboard that answers questions using your workspace's own live data, and — always with a preview and your explicit confirmation — pauses campaigns, drafts replies, fixes pre-send issues, and tells you when something needs attention.
Ask → Preview → Confirm
Ask
Type a question or a request in plain language, like "get this campaign ready to launch."
Preview
See exactly what would happen — which leads, which inboxes, which fields — before anything runs.
Confirm
Click Confirm to run it, or Walk me through it to do it yourself. Nothing ever runs on its own.
Try it — click Confirm
Ask questions, get answers from live data
A chat assistant inside the ForgeSend dashboard answers questions about your own workspace using live data — campaign status and readiness, inbox health, replies nobody's followed up on yet, and performance across sends, opens, clicks, and replies. It's read-only for this — it can look things up but can't change anything on its own. Message usage is capped per month depending on your plan, with the limit resetting at the start of each month.
Guided actions, confirmed every time
Beyond answering questions, the Account Analyst can pause or resume a campaign, reassign a campaign's sender inboxes, tag a reply, or mark a reply as read. Every action shows a preview of exactly what will happen first, and nothing runs until you click Confirm. For actions with real consequences, like reassigning senders or tagging a reply as Unsubscribe, you can choose "Walk me through it" instead, which guides you through doing it yourself in the normal interface. Each confirmation only works once and expires after a short window, so an action can never be replayed by accident.
Nothing happens without your OK
Every guided action and every Launch Guardian fix works the same way, every time: propose → preview exactly what will change → you confirm or walk away. Confirmations are single-use and expire after a short window, so nothing can be replayed by accident days later. If you'd rather the AI not touch anything at all, turn off individual actions for yourself in Settings — those choices are personal and follow you across every workspace you're part of.
Launch Guardian: one-click pre-send fixes
Ask the Account Analyst to get a campaign launch-ready and it runs the full pre-send check in one go. It automatically fixes what's genuinely safe to fix — reassigning a sender pool that lost an inbox, pausing leads who've since been suppressed, and re-verifying leads flagged as risky. Everything else — like missing DNS records, disconnected inboxes, or low personalization coverage — is explained clearly so you can fix it yourself. Every fix is previewed and needs your confirmation before it's applied.
Reply Copilot: drafted for you, sent by you
A "Draft with AI" button in the reply inbox writes a suggested reply using the full conversation thread as context. The draft lands in the same compose box you already use — nothing sends until you review it and click Send yourself. Drafting and sending stay fully separate steps, every time.
Proactive Insights: told before you ask
ForgeSend watches your campaigns automatically and surfaces a banner the moment something needs attention — like a real drop in reply rate — before you'd notice it yourself. Every insight links straight to the affected campaign and can be dismissed with one click. A dedicated Insights history page lists everything that's ever been surfaced, filterable by Active or Dismissed, with the option to bring a dismissed insight back. Turn proactive insights on or off for the whole workspace from Settings.
Each team member can turn individual AI actions on or off for themselves in Settings, and Proactive Insights has its own workspace-level on/off toggle — nothing here is forced on for everyone.
Frequently asked questions
Related features
Your account, ready to answer.
Ask a question, or let it propose the next move — you decide what happens.