Assigning approval, exclusions and reply handling before adopting AI sales
What should AI sales prepare, and where should people make decisions?
Before adopting AI sales, decide who reviews recipients and messages and who handles replies. Delegating research and drafting still requires your company’s conditions for sending and proposals. Share approval, exclusion and follow-up rules so the operation can be handed over.
Who this is forManagers assigning responsibilities for AI-supported outreach
Scope and review procedures vary by contract and operating team. AI support does not remove sending decisions or human sales work.
Separate delegated preparation from your decisions
Share the offer, target criteria, verified claims, sender identity and contact channels at adoption. Researchers should not infer intentions and expand scope or recipients.
Delegating research and drafting still requires recipient and message reviewers. Scope varies by contract and team, so assign each stage before operating.
Agree on exclusions and approval
Organize existing customers, out-of-scope companies and those refusing contact before sending. Prevent opt-outs from reappearing as newly researched candidates. See the pre-send checklist for contact notices.
No response is not approval. Identify the exact recipients and message version being approved. Define re-review when either changes; approval of an old version should not carry over automatically.
Define handling of uncertain results
When sending results are unclear, verify before repeating the message. Check records or completion indicators and return unresolved cases to an assigned person.
For contact forms, distinguish the input-confirmation screen from completed submission. Prepared, approved and sent are different states.
Assign responsibilities through reply handling
This example table identifies work to agree between the support team and your company.
Scroll horizontally to view the table.
| Stage | Support work | Your review |
|---|---|---|
| Research | Information and sources | Target criteria and exclusions |
| Drafting | Draft and evidence | Facts, capabilities and sender |
| Approval | Present the version for review | Recipient and message approver |
| Sending results | Records within contracted scope | Reviewer for unclear results |
| Replies | Classification and handover | Answers, meetings and proposals |
Regularly review targeting, messages and unresolved replies. Hand over exclusion rules and approval records when representatives change.
MAILGORI’s operating policy describes human review and approval before sending and handling of shared information. Confirm the specific allocation and scope with your contact’s guidance.
Evidence and sources
Review criteria proposed by CosmoSketch from MAILGORI’s published support policy and outreach preparation procedures. This article reports no client performance figures or effects.