Setup checklist#
- ☐ Define reply categories and the action for each (book meeting, pause 60 days, remove, forward).
- ☐ Route replies through a classifier before any automated response.
- ☐ Draft responses for review; auto-send only low-risk categories like out-of-office acknowledgments.
- ☐ Log every classification for audit and model tuning.
Audit checklist#
- ☐ Confirm you are not: auto-replying to a 'please remove me' with another pitch.
- ☐ Confirm you are not: missing opt-outs phrased informally ('not interested, thanks').
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
Can AI reply to prospects automatically?
Technically yes. Practically, keep a human approving anything that commits your company to a meeting or claim.