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Pre-send guardrails

The CRM-aware mistake-defense bundle that runs the moment you click Send.

What runs on Send

A ≤200 ms set of checks tied to your CRM state.

When you click Send, a synchronous batch of checks runs against your compose state and the recipient's CRM record. If any check fires, a one-time confirm dialog surfaces; you can fix the issue, confirm anyway, or cancel.

  • Missing attachment — body mentions “see attached” but no attachments are queued.
  • Closed-lost deal— recipient's most recent deal is closed-lost. Confirm before re-engaging.
  • Stale contact— last contacted with this company was > 60 days ago. Soft hint to add a re-engagement opener.
  • Open ticket — contact has an open support ticket. Soft warning to tone-check the email.
  • Competitor mention— body mentions a competitor name from your org's configured list. Soft warning, never blocking.
Severity tiers
Confirm — surfaces a dialog you must dismiss before the send proceeds. Soft — warns inline; the send still proceeds normally if you take no action.

Configuration

Per-org and per-user controls.

Admins maintain the competitor watch-list at /admin/email/brand-tone. Per-message dismissals are remembered for the lifetime of the compose window only — a fresh compose runs the checks again from scratch.