Settings

Configure your workspace

Account Status

Your current plan and usage

Pilot Plan

10 days remaining in trial

Trial

Active Clients5 / 10

Outbound Emails (this month)23 / 100

Email Forwarding

Forward client emails to automatically create threads and extract requests

Your Forwarding Address

Forward emails from your inbox to this address to create threads

Forwarding Status

Last received 09:56 PM

Active

Notifications

Configure how you receive updates

Email on new thread

Get notified when a new email thread is created

Email when request is overdue

Get notified when a request becomes overdue

Daily digest

Receive a daily summary of pending requests

AI Settings

Configure AI-powered features

Auto-extract requests from emails

AI will analyze emails and suggest requests to create

Auto-classify client replies

AI classifies replies as Approved, Answered, Changes Requested, Rejected, or Ambiguous

AI-generated nudge messages

Generate contextual follow-up messages with AI

Reply Classification Types

ApprovedAnsweredUploadedChanges RequestedRejectedAmbiguous

AI analyzes client replies and assigns one of these classifications to determine completion outcome

AI Operator

Choose how much automation you want for sending requests

Off

All requests require manual review and sending

AssistRecommended

AI creates drafts, you review and send

Assist+Beta

Auto-Draft always + Auto-Send only when eligible (Upload & Answer requests)

Guardrails

Safety limits to prevent accidental spam

Minimum gap between sends4 hours

Daily email cap

8 sent today

100 / day

Bulk action limit10 items

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