AIVA helps your team start with the right prospects before outreach begins. You can discover leads from the built-in Lead Database, import existing lists, use CRM data where configured, or organize saved lists for campaign use.

Before a lead enters a campaign, AIVA helps prepare it with useful readiness signals such as enrichment, verification, deduplication, suppression checks, and campaign eligibility.

Before AIVA launches outreach, your team defines the strategy it should follow. A Playbook gives AIVA the reusable outbound direction for who to target, what to say, which channels to use, and how the sequence should run.

You can create a new Playbook or select an existing one, then use it as the foundation for future campaigns.

Once your leads and Playbook are ready, AIVA helps your team set up a campaign for execution. Select the lead list, choose the Playbook, confirm the channels, assign sending accounts, set the schedule, and review the approval rules before launch.

This step turns strategy into a live outbound workflow across Email and LinkedIn where supported, while keeping campaign setup, account readiness, and launch checks clear before execution begins.

After the campaign is set up, AIVA helps generate outbound drafts based on the selected leads, Playbook strategy, campaign sequence, channel rules, and available personalization signals.

Instead of creating one generic message, AIVA prepares drafts that fit the channel and the sequence step — whether it is an email, LinkedIn message, follow-up, or InMail where supported.

Before messages move into execution, your team can review the drafts AIVA prepares. This gives users control over what gets sent, what needs editing, and what should be blocked before outreach continues.

AIVA helps make the review process clearer by showing the draft content, channel, sequence step, verifier status, personalization context, and the next action required.

Once drafts are approved and the campaign is ready, AIVA moves into controlled execution. Before each action runs, AIVA checks whether the campaign, lead, sender account, channel, schedule, usage, and safety conditions are still valid.

This helps prevent outreach from running when a mailbox is not ready, a lead should not be contacted, a schedule window has passed, an approval is missing, or a channel/account is not eligible.

When prospects respond, AIVA helps your team understand what happened and what should happen next. Replies can be classified by intent, routed for review, paused when human takeover is needed, or moved toward meeting booking and handoff.

This step connects outreach activity to real sales outcomes — not just sent messages. AIVA helps surface positive replies, objections, meeting intent, unsubscribe requests, out-of-office replies, and conversations that need human attention.

After replies, meetings, and handoffs happen, AIVA helps keep your CRM aligned with meaningful outbound activity. Instead of leaving campaign activity disconnected, AIVA can sync relevant lead context, reply outcomes, meeting events, and handoff details to CRM where connected and configured.

This helps sales teams see what happened, why it matters, and what should happen next without losing context between AIVA and the CRM.

After a campaign runs, AIVA helps your team understand what worked, what did not, and what can improve next time. Campaign outcomes can feed learning insights, Playbook recommendations, and future draft optimization.

Instead of treating every campaign as a one-time send, AIVA uses performance signals to help improve future outreach strategy, messaging, personalization, and sequence decisions.