SMS & Email Campaigns

Message a filtered slice of your book — at a polite pace, with the guardrails on.

Building a campaign

From SMS Campaigns (or Email), pick the audience with filters — stage, language, renewal month, policy type — write the template with placeholders (the client's name fills in automatically), and schedule it. Daily throttles spread big lists over days so volume stays carrier-friendly.

Replies become work

Campaign replies are classified by AI: interest creates follow-up tasks and dashboard flags, questions queue for a human, opt-outs are honored instantly. You work a list of outcomes, not an inbox.

Rules that protect you

• Opt-outs and do-not-contact flags exclude households from every campaign automatically.
• Marketing sends respect quiet hours and weekends.
• Category caps and velocity limits are enforced in the sending pipeline itself.

Measuring

Each campaign records delivery and reply outcomes per household, so the next campaign's audience can exclude (or target) last campaign's behavior.