Some settings may require a higher plan. Learn more about pricing and planning.
Require approval before sending
When this is on, every message Ava generates waits for your approval before it goes out. When left off, Ava sends messages on her own once a campaign is live. Turning it on can be useful during your first few days on a new campaign, when you want to see what Ava writes before a message reaches a lead, or for teams that need every message signed off. Messages awaiting approval appear on the Tasks page under the Outbound to approve tab.Autopilot replies
When Autopilot replies is on, Ava responds to leads on her own instead of waiting for you to send each reply. You choose how she handles the replies: she can book a meeting with the lead, send a link you’ve set up, or just answer their questions without booking or sending anything. You can also have Ava qualify a lead before she books a meeting or sends a link, so she only moves forward with leads that meet the conditions you set. You can add up to five conditions.Advanced autopilot replies
These settings control what Ava can reference when she replies and the tone she uses. Under Campaign-specific knowledge & resources, you choose what Ava can draw on in her replies. This includes Global knowledge and any resources from your campaign’s messaging setup. You can turn each source on or off, or add your own. In Custom instructions for autonomous replies, you can tell Ava what tone to use and when to escalate a conversation to a person instead of handling it herself. Route booking meetings controls whose calendar a booked meeting lands on. By default, meetings are booked with the sender who’s been talking to the lead. You can instead share them across a round-robin pool or set a custom option per sender.Senders
Senders are the people Ava uses to send messages on their behalf. Ava uses each sender’s connected mailboxes, calendar link, signature, and background to send messages, book meetings, personalize them, and reply (when Autopilot replies is on). You can select Manage senders to choose who’s included in your campaigns and to invite new team members. If you see a Missing info warning next to a sender, it means something Ava needs to run the campaign is missing, such as a connected mailbox, not enough mailboxes, a booking link, or a signature. Click the sender to see what’s missing and complete it. To connect mailboxes, add a booking link, or set up a signature, see Outreach channels.People to exclude
This section is where you tell Ava which people to exclude from your outreach. You can exclude people in a few ways: pick from any of your saved audience lists in Artisan, or upload a CSV of people, companies, or local businesses you don’t want contacted. You can also set rules that exclude people, skip anyone contacted by any of your campaigns within a set number of days, or limit how many people Ava contacts at the same company. By default, Ava excludes anyone on your organization’s global DNC list from outreach, so they’re never contacted. You can turn this off for a campaign if you want. To learn more about how Do Not Contact (DNC) works, see Configure DNC.Dialer
If your campaign’s sequence includes a call step, Ava generates talking points for each lead before you call them. In the instructions field, you guide how those talking points come out. In the call objective field, you tell her the goal of the call. Both are optional, and the more you add, the sharper her talking points become. To learn more about Dialer, see Intro to Dialer.Advanced campaign settings
The Advanced section covers settings you’ll adjust less often. You can change them when you want finer control over how your campaign runs.Maximum new prospects to contact per day
This section controls how many new prospects Ava contacts each day. Ava stops once she reaches this number, even if more leads are available. If you don’t have enough mailboxes to reach your target, you’ll see a prompt to get more mailboxes.Compliance
You can add an unsubscribe line to the bottom of your emails, written either by Ava or by you. This can help you meet legal requirements in certain regions.Use CRM owners as senders
Ava sends outreach from your team members’ connected accounts. This section controls which sender is assigned to each lead. The section lists the rules that determine which sender handles each lead. Ava checks them from top to bottom and uses the first rule that applies. You can reorder the rules and add or remove them, except for Take turns across all senders, which stays fixed at the bottom and can’t be removed. Ava uses it when none of the rules above assign a lead, sharing those leads across your senders. The CRM rules (Contact owner and Account owner) require a connected CRM. The available rules and their labels may depend on your CRM provider. Below the rules, there are a few more settings that allow the sender of an email to a lead to also become the owner of that lead and their company in Artisan. For company ownership, this only takes effect if the Company owner on Artisan rule is ranked above Take turns across all senders. There’s also a setting for when a lead is assigned by the Take turns across all senders rule, which happens when no other rule matches. Turning it on also records the sender as the lead’s owner, so the same person remains the lead’s owner across your campaigns. To learn how CRM works in Artisan, see Intro to CRM.Recycle leads who don’t respond
When this is on, Ava re-enrolls leads who didn’t respond by the end of the sequence and reaches out to them again. You can set how long she waits before doing this and how many times a lead can go through the sequence again. Recycled leads go back into the queue alongside your new leads and use the same daily and monthly sending limits. They’re handled at a lower priority, so new leads come first.Recycling leads uses credits. Each recycled lead skips qualification and enrichment, but still costs credits for personalization, message generation, autopilot replies, and dialer.
Task completion
When this is on, a lead’s sequence pauses until each manual or Dialer task for that lead is completed. When it’s off, the sequence keeps moving even if a task is still open.Forward replies to senders’ primary mailboxes
When this is on, positive and neutral replies are forwarded to the sender’s primary mailbox, so they can take over the conversation from there. This happens no matter which mailbox the reply arrived in. Ava forwards only the first positive or neutral reply in a conversation. If the lead replies again in the same conversation, those later replies aren’t forwarded.Forwarding doesn’t work while Autopilot replies is on.