How Terry sends email
Terry writes, checks and sends each email from your address, at a pace that keeps your mailbox healthy. The status pill at the top shows what went out today; admins set the pace under Settings, Pace and limits.
What happens to every email
- Terry writes it in your agent's voice, using your company's documents and what it has learned about the person.
- Terry checks it. Every email passes the consent rules for the person's country, the verified business email, unsubscribes, your daily limits and your send hours. Consent, unsubscribes, the verified sender and each mailbox's daily limit cannot be switched off.
- A person reviews it when needed. A first email that implies an earlier conversation, such as "following up on our call" or a Re: on a first email, is held on Tasks, under Approve, until someone fixes it.
- It goes out from your mailbox, with your signature and a clear way to stop hearing from you.
Your daily limit and send hours
The status pill at the top right of every page shows how sending is going. Press it to see Sent today, for example 3 of 10, with the Window and the Brake. When the limit is reached, Terry waits until the next day. Sends are spread across your send hours rather than going out in one burst.
Replies are never capped. The daily limits and the warm-up are for outreach. An email to someone who has written to you is a conversation: it does not count against any daily limit, a mailbox at its limit still sends it, and it does not wait to be spread across the day. Unsubscribes, a paused mailbox and send hours for automatic replies still apply. The one exception is a guard against two automatic replies answering each other: after Terry has answered the same person by itself three times in an hour, its next automatic answer waits for a person. Anything you send or approve yourself is never held.
Warm-up. A Gmail or Outlook you connect is a mailbox you already use, so by default it sends at its full limit from day one. A bought mailbox (plain SMTP and IMAP) always starts low, about 2 a day, and grows to its limit over several weeks. While a mailbox is warming up, a banner at the top of the page says so. An admin can make connected mailboxes warm up too: Daily cap, Change, then Warm up and mailbox rules.
An admin sets the pace under Settings, Pace and limits (the status pill's Sending settings link goes there too). Press the Preset menu at the top right and pick one. Members cannot open this page.
| Setting | When to use it |
|---|---|
| Careful | Slow and quiet. A brand-new mailbox, or a domain with no sending history. |
| Balanced | Steady volume with the brakes close at hand. Where most teams should sit. |
| Assertive | More volume and longer days. Only on a warmed-up domain you own. |
The line under each choice says exactly what it means, and Check and save shows the change before it is saved. Out of the box, each mailbox sends about 40 emails a day, 09:00 to 17:00 Monday to Friday in the prospect's time zone, and pauses if bounces pass 3%.
| Setting | Per mailbox per day | Send hours | Brake on bounces |
|---|---|---|---|
| Careful | 25 | 09:00 to 17:00 | 2% |
| Balanced | 40 | 08:00 to 18:00 | 3% |
| Assertive | 75 | 08:00 to 19:00 | 5% |
Each row on the page (Daily cap, Send window, Spread across the day, Pause between sends, Touches per person) has Change, which opens a short guide at that step. The bounce brake is under Settings, Safety brake.
An admin can also turn send hours or warm-up off, but only after ticking I understand the risk under a written warning. Mail at 3am gets ignored and reported.
When someone says stop
A person who unsubscribes or writes STOP is never contacted again, on any channel. Terry also withdraws their consent and takes them out of every flow.
In Classic
- Held first emails wait in the Inbox, under Approvals.
- On a wide screen, the top of every page shows Sent today.
- The pace is under Settings, Sending & safety, with one choice of Careful, Balanced or Assertive. Show more lets an admin change each limit on its own.
To switch dashboards, see The new dashboard.