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DocsPre-send guardrails
The CRM-aware mistake-defense bundle that runs the moment you click Send.
When you click Send, a batch of checks runs against your compose state and the recipient's CRM record before anything leaves the composer. What happens next depends on the check. A confirm-level finding opens a dialog: go back and fix it, or send anyway. A soft finding is a note that appears above the composer and never holds the message up.
- 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: a dialog you answer before the send proceeds. Soft: a note above the composer; the message goes out either way.
Guardrails never hold up your mail
If the checks themselves cannot run, your email sends. A mistake detector that can block your outbox when it is having a bad day is worse than no detector, so an unreachable or overloaded check is treated as nothing to report rather than as a reason to stop.
Admins maintain the competitor watch-list at /admin/email/brand-tone. Once you answer the confirm dialog, that compose window stops asking; closing it and starting a new message runs every check again from scratch. Cancelling the dialog does not count as an answer, so the checks run again on your next Send.