AI ACCOUNT ANALYST

Ask your account anything. Let it act, only with your OK.

A chat assistant inside the ForgeSend dashboard that answers questions using your workspace's own live data, and — always with a preview and your explicit confirmation — pauses campaigns, drafts replies, fixes pre-send issues, and tells you when something needs attention.

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Ask → Preview → Confirm

01

Ask

Type a question or a request in plain language, like "get this campaign ready to launch."

02

Preview

See exactly what would happen — which leads, which inboxes, which fields — before anything runs.

03

Confirm

Click Confirm to run it, or Walk me through it to do it yourself. Nothing ever runs on its own.

Account AnalystRead-only lookup
3 replies across 2 campaigns are unread — the oldest came in 2 days ago on "Q3 Outbound — SaaS VPs."
PROPOSED ACTION

Mark all 3 replies as read

Walk me through it
✓ Marked as read

Try it — click Confirm

01

Ask questions, get answers from live data

A chat assistant inside the ForgeSend dashboard answers questions about your own workspace using live data — campaign status and readiness, inbox health, replies nobody's followed up on yet, and performance across sends, opens, clicks, and replies. It's read-only for this — it can look things up but can't change anything on its own. Message usage is capped per month depending on your plan, with the limit resetting at the start of each month.

PLANMESSAGES / MONTH
Starter300/month
Growth750/month
Scale2,000/month
Agency7,500/month
Self-Hostedunlimited
02

Guided actions, confirmed every time

Beyond answering questions, the Account Analyst can pause or resume a campaign, reassign a campaign's sender inboxes, tag a reply, or mark a reply as read. Every action shows a preview of exactly what will happen first, and nothing runs until you click Confirm. For actions with real consequences, like reassigning senders or tagging a reply as Unsubscribe, you can choose "Walk me through it" instead, which guides you through doing it yourself in the normal interface. Each confirmation only works once and expires after a short window, so an action can never be replayed by accident.

Nothing happens without your OK

Every guided action and every Launch Guardian fix works the same way, every time: propose → preview exactly what will change → you confirm or walk away. Confirmations are single-use and expire after a short window, so nothing can be replayed by accident days later. If you'd rather the AI not touch anything at all, turn off individual actions for yourself in Settings — those choices are personal and follow you across every workspace you're part of.

03

Launch Guardian: one-click pre-send fixes

Ask the Account Analyst to get a campaign launch-ready and it runs the full pre-send check in one go. It automatically fixes what's genuinely safe to fix — reassigning a sender pool that lost an inbox, pausing leads who've since been suppressed, and re-verifying leads flagged as risky. Everything else — like missing DNS records, disconnected inboxes, or low personalization coverage — is explained clearly so you can fix it yourself. Every fix is previewed and needs your confirmation before it's applied.

Account Analyst — Launch Guardian
"Get this campaign ready to launch"
Checked 6 things. 2 fixed automatically, 1 needs you.
PROPOSED ACTION
Reassign sender pool (lost 1 inbox)
Re-verify 3 risky leads
Walk me through it
✓ Fixed — sender pool reassigned, 3 leads re-verified
Also found: DKIM record missing for forgesend.cloud — you'll need to add this in your DNS.
04

Reply Copilot: drafted for you, sent by you

A "Draft with AI" button in the reply inbox writes a suggested reply using the full conversation thread as context. The draft lands in the same compose box you already use — nothing sends until you review it and click Send yourself. Drafting and sending stay fully separate steps, every time.

05

Proactive Insights: told before you ask

ForgeSend watches your campaigns automatically and surfaces a banner the moment something needs attention — like a real drop in reply rate — before you'd notice it yourself. Every insight links straight to the affected campaign and can be dismissed with one click. A dedicated Insights history page lists everything that's ever been surfaced, filterable by Active or Dismissed, with the option to bring a dismissed insight back. Turn proactive insights on or off for the whole workspace from Settings.

Proactive Insight

Reply rate dropped for "Q3 Outbound — SaaS VPs"

38% lower than the past 2 weeks' average, since Tuesday.

View campaignDismiss

Each team member can turn individual AI actions on or off for themselves in Settings, and Proactive Insights has its own workspace-level on/off toggle — nothing here is forced on for everyone.

Frequently asked questions

How is this different from AI Assistant Nudges?
They're two separate features. AI Assistant Nudges surfaces general suggestions on every dashboard visit, on a cadence you set (every 3 days, weekly, biweekly, or off). The AI Account Analyst is a different, newer assistant — you ask it direct questions about your live account data, and, with your confirmation every time, it can take guided actions like pausing a campaign or drafting a reply. Proactive Insights, part of the Account Analyst, also surfaces things without being asked — but specifically real problems like a reply-rate drop, not general nudges.
Can it change anything without asking me first?
No. Guided actions and Launch Guardian's fixes always show a preview and require an explicit confirmation from you before anything runs, and each confirmation is single-use so an action can never be replayed by accident.
Is this the same assistant as the chat widget on this website?
No. This website's chat widget answers general questions about ForgeSend and can't access anyone's account. The AI Account Analyst is a separate assistant inside the ForgeSend dashboard, available once you're logged in, that works with your workspace's own live data.
Does everyone on a team get the same access?
Each team member can turn individual AI actions on or off for themselves in Settings — these are personal settings that follow that person across every workspace they belong to, without affecting anyone else on the team.
What happens to a reply drafted by Reply Copilot?
It's placed directly into the same compose box you already use to write replies. Nothing sends automatically — you review, edit if needed, and click Send yourself.

Related features

Pre-Send Guardrails
The pre-send checklist that Launch Guardian runs and fixes what's safe to fix.
Unified Reply Inbox
Where Reply Copilot's "Draft with AI" button lives, alongside every reply from every campaign.
AI Assistant Nudges
A separate, older feature — proactive suggestions on a cadence you control, not Q&A or guided actions.

Your account, ready to answer.

Ask a question, or let it propose the next move — you decide what happens.

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