Advisor

The Advisor checks your workspace for the things that quietly ruin cold outreach: complaints climbing, a domain missing DMARC, a new mailbox at full volume, a list that is mostly shared inboxes. It says what is wrong, why it matters, and what to do, and where the fix is a setting, it offers to make the change.

Advice appears on the page where the problem is, not in a separate inbox you have to check.

A step's copy problem flags its campaign, since a step has no row. When there is nothing to say, nothing renders.

If one check fires on many things, they collapse into a single card ("19 mailboxes are capped above the safe band") that expands to list each affected row with its own Fix, plus one Fix all.

Checks use explicit rules and thresholds over your workspace data. A separate AI narrator rewrites explanations; it cannot create a finding, change its severity, or change what a fix does. Self-hosts with no AI configured receive every check, and Advisor evaluations never charge the workspace balance.

Sample floors

A check stays quiet until it can be right. Two bounces in thirty sends is not a 7% bounce rate.

Severity

Only the first two badge a nav tab.

Deliverability: complaint rate per mailbox (warns 0.03%, critical 0.10%, matching Google's bulk-sender ceiling); hard-bounce rate (warns 3%, critical 5%, where SES opens a review; a full mailbox, a reputation block or a temporary failure is not counted, as in the pool's health model); spam placement on warmup mail at Google, Microsoft and Yahoo (warns 10%, escalates 20%, critical 50%; other mail hosts are not counted, see how spam placement is judged); SPF and DMARC per sending domain of an active mailbox (critical while sending cold, since Google requires them; an unchecked domain is never called failing, and DKIM is never reported missing because its selector is not discoverable from DNS); and whether a mailbox has its own verified tracking domain, checked only when a running campaign tracks opens or links through it without a verified tracking domain of its own, and not on a self-hosted instance, whose tracking host is the operator's own rather than shared.

Mailbox configuration: a daily cap above the 50/day safe band on a mailbox that is bouncing or drawing complaints, or that sent more than 50 in the last day without 100 clean sends behind it (a high cap with clean numbers is your call and is not flagged); a mailbox under 30 days old that sent more than 20 cold emails in the last day (a high cap alone is not flagged, since the warmup graduation ramp holds a new mailbox below it); a send gap under 5 minutes; unresolved errors on a mailbox campaigns still use.

Warmup: warmup off, or paused, on a mailbox that sent cold mail this week (critical on a new mailbox; a stopped warmup counts as off). On a self-hosted instance both are only a Suggestion, never a badge: there warmup runs among the instance's own mailboxes, which works but is not effective. Neither is raised when the workspace's plan does not include warmup, or for a mailbox connected to SenditCold Cloud, whose warmup SenditCold Cloud manages rather than your instance (including whether it is running, paused, or waiting for its credential). Also: temporarily throttled sending, reported separately from quarantine or a pool block; none of the pool's warmup mail to the mailbox arriving, or its address hard-bouncing warmup from several workspaces, which stops the pool sending to it (see unreachable mailboxes). Missing or stale Cloud status is reported separately from a real reputation ban, with steps to refresh it without disconnecting mailboxes.

A throttled mailbox remains in the warmup pool. The advisor explains the automatic reduced sending pace rather than asking you to remove it from campaigns, wait a fixed week or manually re-enter the pool. Keep warmup running and do not increase its cap to bypass the slowdown. For placement throttles, half volume steps down to watch below 15% spam placement, and watch lifts below 7.5%; separate ramp limits still apply. Re-entry probation and other cooldowns follow the reason shown on the mailbox. A throttle alone does not mean the connection has failed or the provider has blocked the mailbox.

The advisor's placement sample covers today and the preceding six UTC dates, matching the Deliverability display and placement-health decisions. After an upgrade, the next advisor evaluation replaces outdated throttle/exclusion guidance automatically. A campaign hold you already applied remains yours to release after checking any other findings.

Campaigns: one-click unsubscribe off, raised only once it costs something: the campaign drew a spam complaint in the last 30 days, or it sent an average of 5,000 a day, Google's bulk-sender line. A low-volume campaign with no complaints may leave it off. Also: a running campaign with no active sender.

Copy (drafts are skipped): a merge variable that will not resolve, shipping a literal {{token}}; two or more bulk-mail phrases, matched as whole words (one is never flagged); more than two distinct links in the first email; a shouting subject. Links and capitals are measured on the copy as a recipient reads it: rendered for a contact with every field filled, with markup and {{if}} blocks gone. A follow-up sent in the same thread goes out under the first email's subject, so its own subject is not checked. Length, wording and calls to action are yours to judge and are not checked.

List quality: shared inboxes (info@, sales@) above 15%; missing first names above 10% when the copy prints the name with no fallback (a name inside {{if .FirstName}}, {{with .FirstName}}, | default "there" or or is covered); unsubscribed contacts still enrolled.

Opening a recommendation walks three screens: Why (with the measured numbers), What changes (the exact before and after of every field), and Done (with Undo where revertible).

A finding that asks you to stop cold sending from a mailbox, for severe spam placement (50% or more on at least 20 major-provider deliveries), quarantine or a pool block, applies Hold from campaigns rather than switching the mailbox off, and leaves its warmup as it is. A recoverable placement slowdown below that severe band does not offer a campaign hold on its own; complaints, bounces and other confirmed problems are still checked separately. The hold is offered only while campaigns can still pick the mailbox, so a mailbox that is already held, resting or switched off gets no fix, and Undo never releases a hold someone else set.

Nothing is applied until you have seen the second screen. The change runs as you, with your permissions, and is written to the audit log. If you can see a finding but lack permission for its fix, applying it is refused rather than silently escalated.

Findings needing a judgement call have no settings preview. Their second screen is the ordered set of manual steps plus a link to the right screen. A missing DMARC record tells you where the _dmarc host goes and why the first record should start at p=none. Where the remedy is genuinely one sentence, it stays one sentence.

Fix with agent

Findings whose fix edits something SenditCold owns (copy or list membership) offer Fix with agent: it reads the current campaign, step, or list, makes the smallest change that resolves the problem, and reports back.

It runs as you, with your permissions, and only gets the tools that finding's category needs. A copy problem gets read access to the campaign and edit access to that step, nothing more. No tool set can send mail, delete a campaign or contact, or touch team, billing, or API keys. Each loop is charged to the workspace balance for the tokens it uses, typically a few cents.

When it finishes you get its account plus the list of tools it actually called, which you can check against the audit log. An agent that concludes nothing needs changing says so, and the finding stays open rather than being quietly closed.

Findings whose fix lives outside SenditCold never offer this, because no agent can reach a DNS record at your registrar.

Records to paste

Where the fix is a DNS record, it is on screen with one copy button per field, laid out as type, host, value.

• SPF arrives with your provider's include filled in. An unrecognized provider leaves an obvious placeholder rather than a guess, because a wrong include looks finished and fails silently.
• DMARC is scoped to your domain and starts at p=none, monitoring without affecting delivery. Tighten to p=quarantine once reports show legitimate mail passing.
• DKIM is never called missing, since SenditCold cannot see a selector DNS does not list. When a domain is already flagged for SPF or DMARC and DKIM went unverified too, the card adds the host to publish at and names the console screen that generates the value, which is per-domain and cannot be templated honestly.
• Tracking domain gives the full CNAME pointing at this install's tracking host.

Autopilot

Under Settings > Workspace, off by default. It only takes fixes that are bounded, move in the safe direction, and can be undone:

• lowering a cap above the safe band, or one a new mailbox jumped to early
• cutting the cap on a mailbox drawing complaints
• widening a gap that is too short
• turning on one-click unsubscribe

It never pauses sending, edits copy, starts or resumes warmup, or acts without an undo. Eligible findings are marked Auto on the card whether or not it is on, so the set is visible before you enable it. It acts as the member who enabled it, with their permissions, logged as them, and stops if that person leaves. At most ten fixes per evaluation.

• Snooze hides it for a week or a month; the check keeps running.
• Stop suggesting this dismisses it until the problem clears and recurs later.
• A card that groups one check across several mailboxes or campaigns has the same menu, and it applies to every one listed.
• Useful / not useful feeds threshold tuning.

Under Settings > Workspace you can switch the Advisor off, enable autopilot, mute whole categories, or raise the minimum severity. Changing these needs the manage-settings permission and applies workspace-wide.

Findings refresh in the background and when you open a page whose advice went stale. Adding, changing or removing a mailbox re-checks them right away, and removing a mailbox, campaign or step closes the advice about it in the same action. Updates are live, so a teammate applying a fix clears the card on your screen.