Feature

Nothing happens without your approval.

Whitford does the prioritising and the drafting, and then it stops. Every change to your CRM and every email is a dry-run you review first, so the AI never surprises a customer or a candidate on your behalf.

How it happens

Dry-run preview

  • J. Ridley · check-in email
  • The Okafors · check-in email
  • K. Nguyen · check-in email
Approve and apply

Writes nothing until you approve, and a safety limit caps how many records one run can touch.

Dry-run first

Running a pipeline previews exactly what would change and sends nothing. You see every message and every update before it is real.

You review, then apply

Nothing writes to your CRM or leaves your inbox until you approve it. The assistant itself is read-only and only ever drafts.

A safety limit on every run

Each run is bounded by a cap on how many records it can touch, so a mistake can never turn into a mass send.

Questions, answered.

Can the AI email my customers on its own?

No. It drafts and previews, and a person reviews and sends. Email goes from your own connected Gmail only after you apply.

What if a run would change too much?

It is blocked. A safety limit caps how many records one run can touch, and you can narrow the scope or lift the limit yourself.

The speed of AI, with a person in charge.

It prioritises and drafts. You decide what actually happens.

See it for real estate or recruitment.