Use cases, by job
For sales leaders: approve what goes out, watch the numbers, let the setup improve under your cap
A sales leader gives up typing messages, not control. Campaigns can wait for approval before every send, a person can take over any conversation, analytics show leads, conversion, meetings and response rate against the last period, and config optimization can propose changes within limits you set: by default daily, at most 3 changes a cycle, and nothing applied without approval.
Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.
- changes per cycle at most, by default, for config optimization
- 3
- minimum confidence for a proposed change, by default
- 0.7
- tools in the Claude and ChatGPT connector, including pipeline counts, analytics, meetings and approvals
- 43
Control: approval and takeover
A campaign can run in approval mode, where every message waits for a person to approve it, or send automatically. A person can take over any conversation, and the agent stops on its own when it cannot answer, for example a price it has no answer for.
How a sales leader runs it in four steps
- 1
Step 1
Start with approval on
Every message waits for a person while you check tone. Switch a campaign to automatic sending when you are happy.
- 2
Step 2
Read the numbers weekly
Analytics give total leads, conversion rate, meetings booked and response rate, each against the previous period. The connector exposes pipeline counts per stage.
- 3
Step 3
Ask your assistant for the review
The weekly pipeline review recipe asks Claude to summarise wins, risks and stuck leads and to propose three actions without acting. See the MCP recipe.
- 4
Step 4
Let optimization propose
Config optimization suggests changes to directions, first message, follow up count and interval and flow sequences. Leave auto approve off to review each one.
Config optimization proposes changes to a campaign (custom directions, first message, follow up count and interval, flow sequences and more). Defaults: runs daily, at most 3 changes per cycle, minimum confidence 0.7, auto approve off, and product info and inclusion and exclusion rules are excluded from changes.
Cost against a hire
Use the ROI calculator to compare Sellinger with the cost of a human SDR using your own salary and deal values, and read the AI SDR vs human SDR comparison for the cases where a person is the better choice.
Common questions
Can I approve every message?
Can my reps take over a conversation?
What reporting do I get?
Will optimization change my messages without asking?
Sources and method
Approval behaviour and optimization defaults from the product code (see the fact register entries on approval control and config optimization, checked 19 October 2026). Analytics fields from the connector's analytics tool.
Related: ROI calculator, MCP recipes, sales teams, security.
